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Gentek
January 9, 2022
Question

Possible to go back further with receipt matching?

The receipt import feature is nice since we get hundreds of invoices (receipts) from a vendor we use all the time.  Some of them don't get input right away and that's our fault, but it would be VERY nice if we could go back at least 1 year for online banking matches to the imported PDF receipts!

 

Not sure if this can be changed in my account settings, or on the back-end on my account possibly?

5 replies

JessT
JessTModerator
Moderator
January 9, 2022

Hi Gentek!

 

I'm glad that you like the receipt forward feature. I'll help you with your concern, but could you please clarify. When you say go back to at least 1 year, do you mean you want to redo them?

 

Redoing or undoing the uploaded receipts can be possible, but this might be a lot of work for you. I suggest going with the added receipts in the register and making changes to the ones that need to be changed. But to do this anyway, you can just go to the Receipts section on your Banking page. Then, go to the Reviewed tab and undo the transactions. You can test one or two transactions to see the result.

 

The undone transactions will go back to the For Review tab. From there, you can categorize and add or match them to your entered transactions in QuickBooks.

 

The matched or added receipts can be matching entries to your downloaded bank transactions.

 

Let me know if you have other concerns. Take care and have a good one!

GentekAuthor
January 9, 2022

Sorry, I should have been more clear.

 

I'll use our current situation as a good example:

 

Let's say I have 300 transactions under the Banking tab for the company credit card.  I take 300 invoices (receipts from my vendor) and drag them into the receipt tool in QBO.  Anything after say June 2021 will show in the banking tab under the CC with a green 'MATCH' button next to the transaction.  This allows you to just quickly confirm the match and move on, and it will auto-attach the PDF from the receipt tool to that transaction.

 

Anything earlier than June, will not find a match, even though it's there and the amounts are correct and a match...  It appears to be a function of time (I'm guessing 6 months since that's how other banking matches go for things like invoices and journal entries).

 

Hopefully that makes more sense!

 

Thanks,

JamaicaAQuickBooks Team
QuickBooks Team
January 10, 2022

I appreciate the suggestion! 

 

This is definitely a function of time in the software.  I have tried to use a private window and also clear any browser cache, but the problems are the same.

 

It's not just receipts, but invoices and journal entries as well that only go back about 6 months.

 

For example: if I create a journal entry for a bank transaction that happened in say March 2021, it will not find a match for it.  I can go into 'Find Match' and locate it that way no problem, but the actual auto-matching feature which then displays the green MATCH button in the banking section doesn't work past that time.

 

This has been documented in other areas here on the forums, so I know that's the issue as far as the journal entries and invoices go.

 

Was really hoping someone could just push this out to a year somehow easily in the backend of our system, but it doesn't sound like the issue is well known.

 

I'm sure that most are not allowing transactions to go unchecked for so long, but I know there are others out there with this issue after searching.

 

Things can obviously still be put in their correct places, but it involves adding a new PDF to each banking transaction manually, which takes time for them to upload and save.

 

Thanks,


Good day, @Gentek. 

 

I've got some answers that will help you with receipt auto-matching. I'd be glad to assist you with your business needs.

 

I appreciate the troubleshooting steps you've done so far. In the meantime, we do not have a specific timeframe as to when QuickBooks will detect automated transactions. That said, I suggest submitting feedback about the feature you wish to have.

 

Please know that our product developers consider all suggestions based on the number of requests and their impact on the user interface before they're rolled out. Rest assured, we'll consider this an opportunity to be a feature in the future. For now, I suggest you continue using Find Match to locate the transactions.

 

You'll want to visit our blog. From there, all our innovations will be posted. If you need articles and references for managing your business, you'll want to check out our QuickBooks Help.

 

I'll add this article about receiving invoice payments in QuickBooks Online. This way, you can process a customer's payment and mark them as paid. 

 

Tag me in a comment below if you have other concerns with your bank transactions. I'll be sure to get back to you. Have a great day.

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