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lindae1996
Level 1

I have uploaded receipts as expenses how do I allocate the payments made for these costs

 
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Best answer June 12, 2021

Accepted Solutions
JenoP
Moderator

I have uploaded receipts as expenses how do I allocate the payments made for these costs

Hi there, lindae1996.

 

I'd be glad to answer your question about allocating the uploaded receipts to your payment transactions in QuickBooks Online. Here are the steps just in case you still need help with this: 

 

  1. Click the  Match button in the Action column. This means that QuickBooks finds a match with a transaction in your bank register. Review the Linked Record, this is the potential match. You also need to select the Match option to connect it to the uploaded expense or bill so QuickBooks doesn't record duplicates.
  2. If there isn't a matching transaction, create a brand new expense or bill from the image. Just go to the Expenses menu and proceed to the Expenses tab. Then, click New transaction and then Expense
  3. If there are multiple matches, select Review. Compare the potential matches and select the correct matching transaction.

 

Check out these articles for more details about how this feature works:

 

 

I'd also like to share these articles for additional guidance and reference:

 

 

Please know that you can always reply or reach out to us again if you have other questions. We'll make sure that everything is sorted out. 

View solution in original post

2 REPLIES 2
lindae1996
Level 1

I have uploaded receipts as expenses how do I allocate the payments made for these costs

I think I have just discovered it

JenoP
Moderator

I have uploaded receipts as expenses how do I allocate the payments made for these costs

Hi there, lindae1996.

 

I'd be glad to answer your question about allocating the uploaded receipts to your payment transactions in QuickBooks Online. Here are the steps just in case you still need help with this: 

 

  1. Click the  Match button in the Action column. This means that QuickBooks finds a match with a transaction in your bank register. Review the Linked Record, this is the potential match. You also need to select the Match option to connect it to the uploaded expense or bill so QuickBooks doesn't record duplicates.
  2. If there isn't a matching transaction, create a brand new expense or bill from the image. Just go to the Expenses menu and proceed to the Expenses tab. Then, click New transaction and then Expense
  3. If there are multiple matches, select Review. Compare the potential matches and select the correct matching transaction.

 

Check out these articles for more details about how this feature works:

 

 

I'd also like to share these articles for additional guidance and reference:

 

 

Please know that you can always reply or reach out to us again if you have other questions. We'll make sure that everything is sorted out. 

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