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relaxneatllc
Level 1

How can I select a different account for a specific transaction in recipes tab?

while trying to add a receipt to be added as a reimbursable expense, I get a note saying "something went wrong. You need to select a different type of account for this transaction." when I change it, I get the same note.
1 Comment 1
Michelle_b
QuickBooks Team

How can I select a different account for a specific transaction in recipes tab?

Hi there, @relaxneatllc.

 

Let's edit the receipt details to select an account for a specific transaction and get past the Something Went Wrong prompt.

 

Here's how:

 

  1. Go to the Banking tab, then select Receipts.
  2. Locate the receipts, then click the small drop-down arrow under Action and choose Review. 
  3. Choose either a bank or a credit card in the Bank/Credit account box. 
  4. Click Save and close

receiptsss.PNG

 

For future reference on how to send a receipt to get them into QuickBooks Online. Take time to read this great article: Email your receipts to QBO.

 

If you need further assistant, don't hesitate to drop by here in the Community. I'm always here to help. 

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