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elissa-coastalki
Level 1
posted
‎June 02, 2021 05:52 PM
last updated ‎June 02, 2021 12:52 AM

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

 
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Best answer June 02, 2021
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AlexV
QuickBooks Team
QuickBooks Team
‎June 02, 2021 07:55 PM

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!

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3 Comments 3
AlexV
QuickBooks Team
QuickBooks Team
‎June 02, 2021 07:55 PM

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!

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mobbarth
Level 1
‎March 05, 2023 05:40 AM

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

For many of my receipts there is no option under action to match or to even search for a match. Most say "Review" and the only other option under action is "Delete". All of my transactions are already entered from the bank feed and reconciled. There are a very small percentage (maybe 1%) of transactions that do have a match option. Why is there not a manual search option? This receipt option is worthless from what I can figure unless I add the transactions from the receipt tab before adding them in any other way. 

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LeizylM
QuickBooks Team
QuickBooks Team
‎March 06, 2023 12:59 AM

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

Good day, mobbarth. I'll make sure you'll be able to match transactions in QuickBooks Online (QBO).

 

When matching transactions in QuickBooks Online (QBO), you'll need to make sure you have the exact details like date, amount, and vendor. 

 

As a workaround, we can delete and recreate the receipts. Then, you'll need to review, edit, add, or match those to existing transactions.

 

You can upload them from your computer or mobile device, or even from your email account.

 

Here's how to do it:

 

  1. Sign in to QuickBooks Online.
  2. Go to Banking, then Receipts.
  3. Select Upload from the computer or Upload from Google Drive.

 

You can read more of these articles about matching and managing receipts: Capture and categorize receipts and bills.

 

To learn more about categorising and matching transactions, you can check out this article for more details: Categorise and match online bank transactions in QuickBooks Online.

 

It's also recommended to perform the reconciliation process to ensure your account balance matches your real-life bank statements. To get started, check out this link: Learn the reconcile workflow in QuickBooks.

 

Let me know if you have additional questions about matching your transactions with your QBO account. I'm always here to help. Have a great day!

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