Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Connect with and learn from others in the QuickBooks Community.
Join nowI'm trying to use the new Receipts tab to (easily) attach pictures of receipts to existing expense transactions. Essentially, I go to X merchant and make a purchase with our business credit card, X merchant gives us a paper receipt, I then take a picture of the paper receipt and email it to, [email address removed]. From there, QBO pulls automatically pulls that transaction into QBO for review, I review it. I would then like to attach paper receipt to expense without creating a new expense.
In a perfect world, QBO would scan my expense transactions and find matches for the paper receipts. This is how it is intended to work, however it does not work correctly (or at least, it works sporadically, unpredictably and often fails to find a match). I read on a Dec. '19 post that "our engineers are working on it,... but in the meantime there's a workaround..." For the workaround, while in an expense transaction, you click on "show existing" in the box where images go and a side window opens up that shows images that can then be added to this expense. There's a dropdown that can either be "unlinked" or "All". Sounds good—except this also does not work correctly. In the column of images, with the "unlinked" dropdown selected, there's a long, unexplained, random list of images that are in fact linked to other transactions.
So my question is, "How do I clean up this column so that it only displays images that I have recently added to QBO by emailing them to: [email address removed]." Thanks.
Thank you for the detailed information, @rem179.
You can consider deleting the old receipts that we're attached to expense transactions. This way, you can clean up the images showing in the side window of the expense transaction. Let me guide you through the steps.
First off, let's download the attached receipts to ensure you'll have a copy of them. Here's how:
Please repeat the steps for the rest of the old receipts that are linked to an expense transaction.
After deleting those old receipts, the images showing in the side window will just show the receipts that are recently added.
You can read this article to learn more about attachments: Attachments in QuickBooks Online.
As always, feel free to visit our QuickBooks Community help website if you need tips and related articles in the future.
Please know you can continue to reach me here with any additional questions. Thanks for coming to the Community, wishing you continued success.
Thanks for your reply. How do I sort the attachments so the unlinked attachments float to the top? Or are the only ones shown?
Also, is there a way to delete several attachments at once? It's not an option under "Batch Actions" and doing them one-by-one is becoming tedious.
Thanks for getting back here in the Community, @rem179.
Currently, we're unable to sort out both linked and unlinked attachments. Also, you'll have to manually delete all these transactions as pointed out by my colleague. On that note, just make sure that the Links column is blank. This way, you'll know that it's unlinked and deleted.
Meanwhile, feel free to read this article to learn more about attachments in QuickBooks Online. This way, you'll have an overview of how to manage your attachments in the future.
You can directly visit this QuickBooks blog site to get you in the loop about the latest QuickBooks product release.
Moreover, consider checking out this help article in case you've got other QuickBooks concerns, such as setting up online banking, running reports and reconciliation, managing income and expenses, employees and payroll taxes, setting up inventories and projects, etc. to keep your business up and running smoothly.
Leave a comment below if you need any help. I'm around to back you up. Have a splendid day and take care!
That's a basic functionality that would save tons of time.
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.