I appreciate you sharing this limitation with us, Katy.
For now, QuickBooks will only follow the amount and information based on the receipts that were uploaded. If these don’t match your existing transactions, you can manually edit them to find a match. Here’s how to do it:
- Go to the Vendor menu and select Receipt Management.
- From the For Review tab, click the Refresh icon to see your receipts.
- From the receipt, select the small arrow then Review.
- If the receipt matches the transaction, click Attach. If not, select Remove match then create a new transaction.
- Click OK.
I can see that editing uploaded receipts to match transactions in QuickBooks can be time-consuming. I recommend sending your feedback to our developers, as they value user input and may consider your suggestions for future updates to improve this process.
Her's how:
- Select the Help option.
- Select the Send Feedback Online option.
- Select the Product Suggestion option. A pop-up window displays.
- Enter your feedback suggestion.
- Click the Send Feedback button. The feedback is sent.
In addition, QuickBooks offers a ton of reports that can help you see where your company stands. You can check out the Available reports in QuickBooks Desktop section in this article to learn more about those: Understand reports.
If you have any follow-up question about matching uploaded receipts to your existing transactions, just add them to the thread. We'll be here to help.
