How do I convert bills to expenses?

PaulJB · ‎January 10, 2020

I'm using Receipt Bank to enter my receipts, but they appear as 'bills' in QBO. How can I convert them to 'expenses', as this would be much more appropriate?

John C · ‎January 10, 2020

Hi PaulJB

It is not possible to convert bills to expenses, you would have to delete the bill and manually create the expense. We suggest that you contact Receipt bank support to establish if the configuration is set correctly to populate the transactions as expenses in the future.

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John C · ‎January 10, 2020

Hi PaulJB

It is not possible to convert bills to expenses, you would have to delete the bill and manually create the expense. We suggest that you contact Receipt bank support to establish if the configuration is set correctly to populate the transactions as expenses in the future.

PaulJB · ‎January 10, 2020

Thanks for your reply - that would explain why I couldn't do it!

Unfortunately I'll have to upgrade my Receipt Bank subscription to a higher level to change the way they export. I suspect this is a deliberate policy to coax people into upgrading - I'm reluctant to do that on principle and because it's expensive.

It's a shame the QBO mobile app isn't as effective at scanning/importing receipts - I wonder if there are there any plans to upgrade this...?

John C · ‎January 10, 2020

Hi PaulJB

There are plans to integrate the scanning receipts facility, which will only create expenses, into the small business products in the near future however we have not been provided with an exact date..

PaulJB · ‎January 10, 2020

That's good to know. Thanks.

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How do I convert bills to expenses?