Can I attach/match an emailed receipt to the correct transaction in QB SE?

Forum|Forum|6 years ago
June 4, 2020
1 reply
5 views

When I email a receipt to receipt to "Receipts@ QuickBooks.com" the receipt is never properly matched to an existing transaction in QB. It becomes it's own transaction - attached to it's own account. And the transaction to which it could/should have been matched, of course, has no receipt attached (but is, of course, in the correct account as imported from the bank with category, memo, tags, etc.) Why can't I 'merge' these two transactions so that the transaction with all of the detail gets merged to the emailed transaction with the receipt? This makes emailing receipts completely useless - I've ended up deleting all emailed, auto-created transactions from QB.

QuickBooks Self-Employed

IamjuViel

Level 8

Hello, @john155.

When you upload a receipt into your QuickBooks account, the system extracts and processes the following receipt details:

Vendor
Date
Total
Credit/Debit card number (optional)

Once a match is detected, the receipt is automatically attached to your downloaded transaction. However, if any of the required information is missing, it falls into a "Needs Action" folder.

You can delete the transaction in the Need Action and manually attach the receipt. Just make sure to save a copy of the receipt in your computer. Here's how:

Go to the Transactions page.
Locate your downloaded bank transaction.
Double-click the transaction to review its details.
From the Receipt section, click the Browse link.
Locate your saved receipt and attach it to your transaction.
Click the Save button.

You can read through these articles for more insights about tracking receipts:

Let me know if there's anything else you need, and I'm happy to help you out.

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