Rectifying your concern with scanned receipts in QuickBooks Online (QBO) is my priority here, provincial. Let me start by sharing insights about this option.
QBO does not have rules specific to uploaded receipts. While the option is not yet available, we will need to manually amend them. To dwindle the time taken, we can utilize the batch action category available in the application. This way, you can sort out the receipts according to their category and assign them to the correct one at once.
- Go to the Banking menu and navigate to the Receipts tab.
- In the receipts section, sort out the transactions with the same category.
- Then, click the Batch actions dropdown and click the Review selected tab.
- From there, assign them to the correct category.
On the other hand, I know that assigning specific rules to automatically categorise receipts would be beneficial for your business. Thus, I encourage you to send this feedback directly to our product engineering team. Simply go to the Gear icon and select Feedback.
I also added this article for more information about uploading receipts into your company file. The article contained the steps on how you can upload and match them to existing transactions: Upload your receipts and bills to QuickBooks Online.
Please drop by if you have more concerns with receipts or any QuickBooks-related matters. I’ll be around the corner to lend a hand for help. Have a good one!
