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Level 2

Adding multiple receipts for a transaction

I've purchased items from Amazon and the receipts don't always show all ines on one receipt if the order is from different suppliers.

Can I add multiple receipts to a single transaction?

Solved
Best answer 03-11-2019

Accepted Solutions
Highlighted
QuickBooks Team

Adding multiple receipts for a transaction

Hello,

 

Ah, apologies, you can only add multiple attachments to transactions on our Online products. Unfortunately this is not an option in Self Employed. Please use the following link to suggest this as a feature for the developers to look into implementing in future updates: https://selfemployeduk.uservoice.com/

 

Thanks,

 

Talia

View solution in original post

24 REPLIES 24
Highlighted
QuickBooks Team

Adding multiple receipts for a transaction


Hello DaveHutch,

 

You can attach as many images as you would like to a transaction.

 

Thanks,

 

Talia

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Level 2

Adding multiple receipts for a transaction

So, as you can't simply drag and drop it onto a transaction with an existing receipt, do I just use the 'Add Receipt' option and hope it manages to match it up?

Highlighted
QuickBooks Team

Adding multiple receipts for a transaction

Hello DaveHutch,

 

Is this while you are using the app?

 

Thanks,

 

Talia

Highlighted
Level 2

Adding multiple receipts for a transaction

I'm using the web interface at the moment, but I also have the app.

If I drag a pdf receipt onto the space where a transaction normally allows you to upload one, because there is already a receipt attached it no longer allows you to drop another one on.

Highlighted
QuickBooks Team

Adding multiple receipts for a transaction

Hello,

 

Can I check what product you are using?

 

Thanks,

 

Talia

Highlighted
Level 2

Adding multiple receipts for a transaction

I should have said, sorry.

I'm using QuickBooks Self-Employed

Highlighted
QuickBooks Team

Adding multiple receipts for a transaction

Hello,

 

Ah, apologies, you can only add multiple attachments to transactions on our Online products. Unfortunately this is not an option in Self Employed. Please use the following link to suggest this as a feature for the developers to look into implementing in future updates: https://selfemployeduk.uservoice.com/

 

Thanks,

 

Talia

View solution in original post

Highlighted
Level 1

Adding multiple receipts for a transaction

The link you provided does not work. Does it mean that Freelancers do not have proper support?

Highlighted
QuickBooks Team

Adding multiple receipts for a transaction

Hi BarcinoTranslations

 

The link has been removed, it was posted almost a year ago. How can we assist you?

Highlighted
Level 1

Adding multiple receipts for a transaction

Hi John,

 

I have QuickBooks Self-Employed and I need to add two receipts in one transaction. I don´t see any option to do it. Any suggestions?

Thanks,

Gemma

Highlighted
QuickBooks Team

Adding multiple receipts for a transaction

Hi Gemma

 

We presume that the transaction/s is appearing within your transactions page as one large amount. If this presumption is correct you will have to review/categorise the transaction, take a photo/screen shot of the two receipts together, and within the transaction there is an option to add the receipt.

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Level 1

Adding multiple receipts for a transaction

The transaaction is not a large amount, it is payment for 175 GBP that totals two different invoices, therefore I want to attach both invoices as these are the documents that my accountant will need, not a screenshot of the two invoices, which I find unnecessarily time-consuming and shoddy. There are plenty of reasons why a transaction would comprise several receipts/invoices/documents. And, if this feature is allowed for the Company pack, why should not be for the Freelancer pack?

Highlighted
QuickBooks Team

Adding multiple receipts for a transaction

Hi BarcinoTranslations

 

We appreciate that the above method is not ideal however it is also to be applied to the small business products.

Highlighted
Level 1

Adding multiple receipts for a transaction

That´s good news. How soon you think it will be available in the Freelancer version?

 

Highlighted
QuickBooks Team

Adding multiple receipts for a transaction

Hi BarcinoTranslations

 

There are no immediate plans to implement this type of function to the self employed product however we will raise a product enhancement request to our engineers, we must make you aware that this is only a request.

Highlighted
Level 1

Adding multiple receipts for a transaction

I understand. I appreciate that you raise this issue as an enhancement request. Please bear in mind that the reason for wanting multiple receipt functionality it is not always to do with big volumes, therefore only necessary for companies, but also to do with specific admin or particular scenarios that apply to freelancers and agencies or suppliers, and do not necessarily involvce big volumes. I believe I have seen other users asking about the same issue so hopefully it will bring benefit to many users once deployed.  Thank you.

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Level 1

Adding multiple receipts for a transaction

I am trying to attach a two page receipt (so 2 screenshots) to a single transaction, but it is only allowing me to add one attachment per transaction. I can only match one receipt to a single transaction through the receipt section also. Is there a way to attach two to a single transaction? I am using the Intuit Quickbooks, online. Thank you

Highlighted
QuickBooks Team

Adding multiple receipts for a transaction

Hi @casey-entzi,

 

In QuickBooks Online (QBO), you can attach several attachments to a single transaction, as long as it doesn't go over the 20 MB limit.

 

The first thing I'd suggest is to check the file size of the screenshots you're trying to attach.

 

If they don't go over the 20 MB limit, follow these steps:

 

  1. Open your browser's private window. This disables the cache, which is usually the cause of unexpected behaviors on browsers.
    • Google Chrome: Ctrl + Shift + N
    • Microsoft Edge: Ctrl + Shift + P
    • Firefox: Ctrl + Shift + P
    • Safari: Command + Shift + N
  2. If that works, go back to your regular browser and clear its cache. 
  3. In case the issue persists, open an alternative browser available for you. 

In case you have several invoices you'd like to upload to your QBO company, follow the steps in this article: Import multiple invoices at once. You can find a list of what you can import, as well as the steps for the import process. 

 

If you have other questions in mind, feel free to place them in the comments below. I'll be sure to get back to you. 

Highlighted
Level 1

Adding multiple receipts for a transaction

I do regular business with a company that gives 2-3 page receipts. This feature really needs added to the QB self employed platform as this is really a basic request.

Highlighted
Moderator

Adding multiple receipts for a transaction

Hello @lpstrucking,

 

At this time, assigning multiple receipts to a single transaction is unavailable. You can manually take a single photo of all your receipts and attach them to your transaction.

 

But don't worry, I'll pass along your request to our product developers so they'll know of your need to assign multiple receipts to every transaction. For updates, you can read through this article to learn more: The QuickBooks Blog.

 

Keep me posted in the comments if you have any other questions. Always got your back here in the Community.

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Level 1

Adding multiple receipts for a transaction

Totally Agree. This is essential to be able to digitally manage any business. At the moment, I have to email additional receipts to my accountant as they cannot be incorporated into the corresponding transactions via Quickbooks; I was hoping that using Quickbooks would eliminate any need for dual maintenance.

 

Also, Quickbooks must find a solution with the timing issue with the balance, where I get the up-to-date balance but the relevant transactions are still not showing, so I cannot use that information for tax purposes.

 

Please QB team, prioritize the enhancement of QB by deploying additional receipt feature.

 

Thanks.

Highlighted
QuickBooks Team

Adding multiple receipts for a transaction

Hello BarcinoTranslations, 

 

Thanks for your feedback, we will pass it on to our product engineers. 

 

In regards to adding multiple receipts to your transactions, you can put all your receipts on to a word document and then upload that into quickbooks, but at the moment you can only have one receipt pure transactions. 

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Level 1

Adding multiple receipts for a transaction

Thank you for your response. Personally I don´t think I want to take time to compile several receipts in one document, although I  will do if I have to. However, in my case, I am not trying to add multiple receipts but multiple invoices. It will be much neater to have the option to add multiple attachments.

 
 
Highlighted
QuickBooks Team

Adding multiple receipts for a transaction

Hello BarcinoTransactions, 

 

 

I will pass this feedback to your engineers and it could be something that they bring out in the future for customers.