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I've linked my bank account to QuickBooks. When I go to the mobile app and choose Transactions, I see a list of all the things I have purchased with my debit card for review. All of these are expenses. When I select one, the transaction type is clearly listed as "Expense". Why cant I add a receipt to this expense?
You can currently add your receipt with an expense transaction in QuickBooks Online (QBO) web version, @bc1-red-gp. This way, you can easily keep track of your expenses and make sure your account is updated accordingly.
You're able to match any transaction in QBO once all of the important data are present and share the same details. Here's the list of information that triggers QBO to find a match between your expense transactions and receipts:
Based on your description of the issue above, it seems that you've already uploaded your receipts and they're already in the Receipts tab from the Banking/Transactions menu. To match your expenses to your receipts, you'll need to first add your downloaded purchases into your QBO account to make them an existing transaction.
After that, go to the Receipts menu to match the existing transaction to your receipt. For the detailed steps, here's how:
I've attached a screenshot that shows the first four steps.
Additionally, I'd also recommend reconciling your expense accounts every month. This is to ensure your books are accurate and effectively manage the growth of your business. For the step-by-step guide, kindly refer to this article: Reconcile an account in QuickBooks Online. It also contains information about editing completed reconciliations.
Please let me know if you have other concerns. I'm just around to help. Take care always.
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