Batch Receipt Updates Not Working

cadenceco · ‎March 12, 2022

Hi. I'm new on this forum. I searched but could not find an answer.

On QBO, when I select multiple receipts that need to be reviewed and do a batch update, I'm able to modify the Payee, Bank/Credit Account, and Account/Category. However, after clicking "Modify" to apply the update, the Category field is not updated. I have this problem in 2021 and still have it now. So I have to update each receipt one by one. This seems like a bug. But I have no idea how to submit a bug report. Anyone else having this issue? Is there a workaround? Thanks.

cadenceco · ‎March 12, 2022

By the way. I tried in Chrome, Chrome Incognito Mode and Edge. All are having the same issue with the Category field not persisting after apply.

MariaSoledadG · ‎March 12, 2022

Allow me to share a few information and make sure this will be taken care of, cadenceco.

I can see how batch receipt updates will help you to improve your business needs. You'll want to go to our Customer Feedback page so you can check out if a related request has already been submitted. If not, you'll want to send feedback to let our product team know how this feature benefits your business.

Furthermore, QuickBooks downloads the latest transactions once you connect your bank and credit card accounts. To learn more on how to match them, learn from this article for more details: Categorize and Match Online Bank Transactions in QuickBooks Online.

Reach out to us if you need further assistance with receipt updates. Remember, we're always right here to help you anytime.

cadenceco · ‎March 13, 2022

This is not a new feature request. The capability that is there is not working as intended.

Topics

Training

Community

Resources

Batch Receipt Updates Not Working