cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Have a question you would like to ask our community of experts and fellow QuickBooks Accountants and SMB's? Post a question here
elissa-coastalki
Level 1

Some receipts wont match their expense. I have edited them and still wont match....help

 
Solved
Best answer June 02, 2021

Best Answers
AlexV
QuickBooks Team

Some receipts wont match their expense. I have edited them and still wont match....help

Hi elissa-coastalki!

 

I understand that you need to match the receipt to an expense. Let me help you.

 

The easiest way to find a matching entry is by making sure the details are correct. That includes the payee, date, and amount.

  1. From the Receipts tab, click the drop-down under the Action column and select Find a match.
  2. Select Expense as the Transaction type, choose a Payment account and a Payee.
  3. Then, you'll see a list of similar entries you can match. Select one and click Match.

 

In addition, you can also convert the receipt into an expense transaction. From the Receipts tab, select Create Expense under the Action column.

 

Here are some of the articles you can check. These will discuss more on how to handle the uploaded receipts in QuickBooks Online:

 

Leave a comment below if you need more help. I'll be here!

View solution in original post

1 Comment 1
AlexV
QuickBooks Team

Some receipts wont match their expense. I have edited them and still wont match....help

Hi elissa-coastalki!

 

I understand that you need to match the receipt to an expense. Let me help you.

 

The easiest way to find a matching entry is by making sure the details are correct. That includes the payee, date, and amount.

  1. From the Receipts tab, click the drop-down under the Action column and select Find a match.
  2. Select Expense as the Transaction type, choose a Payment account and a Payee.
  3. Then, you'll see a list of similar entries you can match. Select one and click Match.

 

In addition, you can also convert the receipt into an expense transaction. From the Receipts tab, select Create Expense under the Action column.

 

Here are some of the articles you can check. These will discuss more on how to handle the uploaded receipts in QuickBooks Online:

 

Leave a comment below if you need more help. I'll be here!