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bdevine
Level 1

How do you link an unlinked receipt snap

Snap receipts linking to bank

1 Comment 1
LouiseG
QuickBooks Team

How do you link an unlinked receipt snap

I'm delighted to welcome you to the Community space, bdevine. Linking an unlinked receipt snap to a bank transaction in QuickBooks Solopreneur is a straightforward process, and I'm here to facilitate every step of the way.

 

In QuickBooks, maintaining digital records of receipts linked to transactions not only simplifies financial tracking but also enhances the organization. This method ensures a seamless and efficient management of your financial data, allowing you to instantly access any information when needed.

 

Here's how:

 

  1. Go to the Transactions menu, and then proceed to Receipts.
  2. Locate the unlinked receipt you wish to connect.
  3. In the Action column, either click on View or use the drop-down arrow.
  4. Double-check to ensure all the details are accurate, then Link Transaction.
  5. Select the corresponding transaction by ticking the checkbox.
  6. Hit Save.

 

Furthermore, I'll share this guide for future reference in categorizing your transactions: Categorize bank transactions in QuickBooks Solopreneur.
 

By following the detailed steps, you’ll be able to link your receipts accurately, thus keeping your financial records intact and well-organized. If you need further assistance, feel free to reach out. I'm here to help!

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