Incorrect Receipt Amount

Tara40 · ‎November 13, 2021

Hi there. A receipt was uploaded in the incorrect amount, but was marked billable and the invoice has already gone out. I now have the bank transaction for the correct amount, but I cannot match them. What’s the easiest way to go about this?

Trish_T · ‎November 15, 2021

Hi Tara40,

It's great to hear that you're taking advantage of the receipts feature to track, categorize and reconcile your transactions. When things like this happen, making it difficult to match your receipts based on the amount, QuickBooks Online has you covered. I'd be happy to assist you!

Here's how to edit the amount on the receipt so you can match the transaction:

1. From the +New button in the top left of the side menu, select Expense

2. Click on the circular arrow in the top left to view the history

3. Scroll down the list to View More

4. Locate the expense and open it

5. Ensure the Payment Account, Payment Date and Payment Method match the transaction

6. Edit the Amount

When finished, hit Save and Close

That's it! You'll see the transaction in your bank feed as a Match.

Thanks for being a part of the QuickBooks family! Take care and enjoy the rest of your day!

View solution in original post

Trish_T · ‎November 15, 2021

Hi Tara40,

It's great to hear that you're taking advantage of the receipts feature to track, categorize and reconcile your transactions. When things like this happen, making it difficult to match your receipts based on the amount, QuickBooks Online has you covered. I'd be happy to assist you!

Here's how to edit the amount on the receipt so you can match the transaction:

1. From the +New button in the top left of the side menu, select Expense

2. Click on the circular arrow in the top left to view the history

3. Scroll down the list to View More

4. Locate the expense and open it

5. Ensure the Payment Account, Payment Date and Payment Method match the transaction

6. Edit the Amount

When finished, hit Save and Close

That's it! You'll see the transaction in your bank feed as a Match.

Thanks for being a part of the QuickBooks family! Take care and enjoy the rest of your day!

Tara40 · ‎November 15, 2021

Thank you! I just want to make sure if I correct the amount this way, it won’t alter the invoice that has already been sent out?

Nick K · ‎November 16, 2021

Hi Tara40.

Thanks for reaching back out and I'd be happy to clarify this for you. If you just do the save and close option there will be no change or alteration to the invoice the customer has. If you choose the save and share or save and send it'll send a new updated copy of the invoice to your client.

If you have any questions let us know and we'd be happy to help.

Tara40 · ‎November 16, 2021

Thanks!

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Incorrect Receipt Amount