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Gordon Gronbach
Level 1

Matching receipts to a business credit card

I have several receipts for my business linked credit card but they don't attach automatically to nay of those transactions 

Solved
Best answer January 19, 2021

Accepted Solutions
Angelyn_T
Moderator

Matching receipts to a business credit card

Hi Gordon.

 

Thank you for reaching out to us here on the Community page. I can share with you some information about managing receipts and downloaded transactions in QuickBooks Self-Employed.

 

Once your bank or credit card account is connected to online banking, the system tries to match your forwarded receipts if the same transactions are coming in from your bank. 

 

If QuickBooks doesn't find any potential match or even one info isn't the same, this is the possible reason why receipts aren't attached automatically. Make sure to review your transactions since the receipts may create separate records. 

 

In case you found duplicate entries (receipts and downloaded transactions), you can exclude them by following these steps:

 

  1. Go to the Transactions menu.
  2. Find the transaction you want to exclude and click the checkbox beside it.
  3. Select the Exclude icon.
  4. Click Apply.

 

You can also open this link for additional instructions: Handle duplicate transactions in QuickBooks Self-Employed.

 

 

Moreover, I would also recommend opening these articles to learn more about managing receipts and downloaded transactions in QBSE:

 

 

If you have any other questions about banking or receipts, please let  me know by adding a comment below. I'm always here to help. Have a good day!

View solution in original post

1 REPLY 1
Angelyn_T
Moderator

Matching receipts to a business credit card

Hi Gordon.

 

Thank you for reaching out to us here on the Community page. I can share with you some information about managing receipts and downloaded transactions in QuickBooks Self-Employed.

 

Once your bank or credit card account is connected to online banking, the system tries to match your forwarded receipts if the same transactions are coming in from your bank. 

 

If QuickBooks doesn't find any potential match or even one info isn't the same, this is the possible reason why receipts aren't attached automatically. Make sure to review your transactions since the receipts may create separate records. 

 

In case you found duplicate entries (receipts and downloaded transactions), you can exclude them by following these steps:

 

  1. Go to the Transactions menu.
  2. Find the transaction you want to exclude and click the checkbox beside it.
  3. Select the Exclude icon.
  4. Click Apply.

 

You can also open this link for additional instructions: Handle duplicate transactions in QuickBooks Self-Employed.

 

 

Moreover, I would also recommend opening these articles to learn more about managing receipts and downloaded transactions in QBSE:

 

 

If you have any other questions about banking or receipts, please let  me know by adding a comment below. I'm always here to help. Have a good day!

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