Hi there,
Good job on uploading the VISA statements. QuickBooks is designed to make your work easier. Don't worry, I'd be glad to assist so you can save time and focus on what you love.
Once you add the bills in QuickBooks, they’ll show up in the For Review tab where you can review, edit, and match transactions.
- From the left menu, select Banking or Transactions .
- Go to the Receipts tab.
- From here, you can select the row to have a side-by-side view of the receipt you sent and the data we extracted. You can also select:
- Review to edit the extracted information for the receipt. If there are multiple matches, selecting Review allows you to choose the match you want.
- Add to create a new expense in QuickBooks with the receipt attached.
- Match when you’re ready to match the receipt with an existing record in QuickBooks.
- Note: If an imported banking transaction and a receipt are both in For Review, QuickBooks won’t suggest a match until you select Add for one of them.
I encourage you to check out this helpful article for more on how to: Capture and categorize receipts and bills.
Here's another good resource to take a look at: Categorize and match online bank transactions in QuickBooks Online.
In case you have other questions, feel free to contact our support team using this link here.
