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Narinda
Level 1

Uploading receipts

When I take a photo of a receipt on my phone, I can see it on the computer but it is not showing up as an expense. Do I have to match it with the bank statement? If I put it in manually it does show up as an expense.

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Best answer June 14, 2021

Best Answers
Narinda
Level 1

Uploading receipts

I should add it is showing up as an expense but not on reports

View solution in original post

4 Comments 4
Narinda
Level 1

Uploading receipts

I should add it is showing up as an expense but not on reports

IntuitSheila
Level 7

Uploading receipts

Hi Niranda,

 

Let's get this working for you.

 

After adding the receipts you'll see them under the Review section of the Receipts tab.  You'll need to review, categorise and match the expense receipts as these aren't added to your QuickBooks Online account yet. Furthermore, to show them on your expense reports, you'll need to make sure to allocate the receipts to the correct expense category. 

 

Here's how to categorise expense and bills:

  1. Click on the Banking/Transactions tab.
  2. Click on the Receipts tab.
  3. Under Review, select the receipt and categorise them.
  4. If you see a Match, there is a transaction added in QuickBooks Online and is a possible match of the receipt.
  5. Click on Match to link the uploaded receipt expense to the manually created transaction.
  6. If you're not seeing a match,  you can review and categorise the expense receipt, fill out details on each field and select a correct expense category, and then add it as an expense. 

You can check this article on how to Capture and categorise expense receipts and bills in QuickBooks Online.

 

Let me know if you need any help. Have a nice day!

Alex984636
Level 1

Uploading receipts

Hi, 

 

We have been using the email receipt feature in QB Online since 2017. When I go back to 2019 and 2020 the transactions where I linked the receipts using the email receipt feature no longer show up with the transaction. Is there a way to fix this? (Or download a list of all transactions in QB that don't have a receipt?)

IntuitSheila
Level 7

Uploading receipts

Thanks for joining in this thread, Alex984636!

 

After you've added the receipts using the email receipts feature in QuickBooks Online and categorized them under the Receipts tab, you can review the transactions under the Reviewed tab. Not unless the transactions were edited or removed from QuickBooks Online.

 

Here's how you can check the emailed receipts:

 

  1. Click on the Gear Icon.
  2. Under List, click on Attachments.
  3. From the list you can verify if the receipts is still showing or not.

Furthermore, we'd also recommend checking your Audit Logs to verify if someone made a change on the receipts added in QuickBooks Online. Here's how:

 

  1. Click on the Gear Icon.
  2. Click on Audit log.
  3. Click on Filter to edit the date range, user and events.

The list will show you who edited and what changes they've made. You can check these articles to learn more about emailing receipts and audit logs in QuickBooks Online:

 

Feel free to reply to this thread if you have more questions. We'll be here to help you. Have a nice day!