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marissa-leadersm
Level 1

How do I run a report to tell which expenses don't have a receipt attached to them (and not have to click into them on an individual basis to check)

How do I run a report to tell which expenses don't have a receipt attached to them (and not have to click into them on an individual basis to check)
1 REPLY 1
CharleneMaeF
QuickBooks Team

How do I run a report to tell which expenses don't have a receipt attached to them (and not have to click into them on an individual basis to check)

Good day, marissa-leadersm. I know a way to check if the expense transactions have receipts attached or not.

 

Currently, there isn't a specific report that shows expenses with attachments. We can use the Account history to view the desired data.

 

Her's how:

  1. Go to the Gear icon and select Chart of Accounts.
  2. Locate the account and choose Account history.
  3. You can click the Funnel icon to filter the transactions to expenses.
  4. Click the small gear icon and tick the Attachments box.

 

Once done, you'll see a newly added column with a paper clip icon. The number on the said column represents the total number of attachments.

 

For your visual reference, I've attached a screenshot below.

 

I understand how beneficial it is to view these details using a report. I'd recommend sending a feature request directly to our Product Development team. This improves the features of the program. 

 

Here's how:

  1. Go to the Gear menu and then select Feedback.
  2. Type in your feature request in the description box.
  3. Once done, click on Next.

 

For more details about adding receipts, please see this article: Attachments in QuickBooks Online.

 

In case you'd like to bill your customer for the transactions you've created, I'd suggest browsing this article: Enter Billable Expenses. This ensures your books are accurate.

 

Please know that you can always get back to this post if you have additional questions about managing supplier transactions. I'll be sure to get back to you. 

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