Receipt Matching, Search Manually doesn't show all transactions for review

Thank you for the screenshot you've provided as this helps me identify the issue, @Rolar. I’m here to clarify and help you sort this out. 

I appreciate you putting an effort and time to get a resolution in matching receipts with transactions. Since the system is unable to search for the transaction, your workaround is right where we can manually upload the receipt into it. 

QuickBooks Online reads receipts, extracts data, and matches them to transactions automatically. Unless a receipt or banking transaction is added, QuickBooks will not automatically match them from the banking page to the receipt.

We have to review if they have the same date and amount. We’ll need to check to see if the QuickBooks Online transaction has already been matched to another one. Please also know that the program can only link the same type of transactions. 

Yes, you can upload receipts to the banking center. This is where QuickBooks read them and either match them to a current transaction or allow you to create a new one.

When you import receipts and bills into QuickBooks, they appear in the For Review tab. From there, you can review, update, and match transactions. You can also manage your expense receipts and bills under the receipts tab.

You can read more of these articles about matching and managing receipts: Capture and categorize receipts and bills.

I’m always ready to assist you if you have any other questions or concerns about managing your bank transactions in QuickBooks Online. Tag me in your reply and I’ll sprint back into action.

I think the main issue is when I'm reviewing my receipts, I can rarely ever select the transactions.  I've gone through the reasons a transaction might not show, but none of those reasons seem to apply.

Is this a known bug.  Seems very much like one.

Thanks for getting back to us, @Rolar.

I'll share some information about matching receipts. Let's run some basic troubleshooting steps to fix this. 

Open QuickBooks Online (QBO) account using an incognito mode or private browsing. This is to determine if it's cache-related or not. The webpage is preventing the program from selecting or matching the receipts. Let me guide you how.

• Chrome: Ctrl + Shift + N.
• Mozilla Firefox: Ctrl + Shift + P.
• Microsoft Edge: Ctrl + Shift + N.
• Safari: Command + Shift + N.

After that, go back to the Receipts tab and try matching or selecting your receipt again. If it's working fine, you'll want to go back to your regular browser and clear the cache. Performing this process will help optimize the QBO performance. If you continue to get the same result, use a supported browser and match the receipts from there. 

On the other hand, you can also contact our Customer Care Support, so we can create a ticket for you and assist you further. Use this link to reach out: QuickBooks Online Support.

I'm also adding this link in case you need help with reconciling your account. It has detailed steps to guide you along: Sales and Customers.

Please let me know if you have follow-up questions or concerns with receipts. I'll be around for you. Take care and have a great day ahead.

I am having a similar problem. If you want to manually match a receipt to an existing expense, there are filtering controls that should be more than helpful. However there are multiple issues with them:

• There's no 'Apply' or similar button. The account drop-down list seems to apply as soon as you click an entry. But the other controls don't all appear to respond when you tab or even hit Enter. Even if this functionality is there, it's really smart to have an 'Apply' button so the user knows their input is being accepted.
• The date select boxes are extremely cumbersome on iOS Chrome, if not other platforms. Just make it a text box FFS.
• When you enter dates in the date boxes, they don't respond appropriately. It looks like it's maxing out on pulling only the past few month's of records. I tried refreshing the page, wondering if it was stuck on another filtering attempt, but no dice. It's just broken or possibly cached. If the latter, that needs to be fixed on QB's end, not requiring the user to refresh their cache or something.

Overall, it has the feel of something that was hastily deployed. Don't get me wrong-- I love it! But maybe admit that it's in beta mode or something. Or just fix it asap.

I am experiencing the same problem. Appears I can only attach receipts to an expense or bill but no other actions. I have a credit/refund from an equipment rental. The receipt is uploaded and has the same amount, acct, date and description of the transaction, yet I cannot attach the receipt to the transaction. unable to do it manually. I also do not show how I can download the receipts image and then manually upload it. Why cant we attach receipts to any/all transactions? 

I understand the importance of attaching the receipt to all your transactions, mrprecision.

We can only add receipts to money-out transactions (bills and expenses) in QuickBooks Online. In the meantime, you'll want to record the refund manually. Then, attach the file to the Attachments section.

Beforehand, make sure that the receipt's format is supported. Check the acceptable file types in this article: Attachments in QuickBooks Online.

Once ready, you can follow these steps to record the transaction:

1. Go to + New and then select Vendor credit.
2. Select the name of your vendor.
3. Choose Category details or Item details. 
4. Add the other necessary details to complete the transaction.
5. Scroll down to go to the Attachment section.
6. Click Save and close.

For visual reference, I've added a screenshot below.

Once done, exclude the bank transactions to avoid duplicates.

Moreover, there are several ways to add receipts to your money-out transactions. To learn more about this, I suggest browsing this article: Upload your Receipts and Bills.

Additionally, I've added this article to help you review the downloaded bank and credit card transactions and put them in the correct accounts: Categorize Online bank Data.

Please keep us posted if you need help tracking or managing vendor transactions. I'll do my best to provide you with the assistance you need. Keep safe! 

I continue to have the original problem, but the response have overcomplicated the issue or are unrelated.  

1. Go into Trasactions

2. Select Recipts

3. Select a Recipt

4. No Matches Found, so click Search Manually

5. Search by any criteria, I've tried many variations, some transactions are never found.

6. Go back to Bank Transactions, easily fine the unconfirmed transaction that could not be found under Recipts/SearchManually.

Comments about transaction types and other issues mentioned in response to my post are not related to the bug I found.  Shortly put, "Search Manually" under Recipts is not finding all unconfirmed transactions.  

It has been much easier to just ignore the Recipts option, and go to each transaction and manually upload the receipt rather than use this faulty function.

Hope you can help!

Good evening, @Rolar. 

Thanks for reaching back out again. 

If you're still having problems with this feature, I recommend contacting our Customer Support Team for further assistance. They'll be able to use a screen share tool to review your account with you. Here's how: 

1. Go to the Help (?) icon in the top right-hand corner. 
2. Tap the Contact Us button/hyperlink. 
3. Enter your question and hit Let's talk. 
4. Scroll down and pick to Get a callback.

It's that easy! 

Keep us updated on how the call goes. We're always here to lend a helping hand. Take care! 

Here is what I do. A transaction usually has a Drag/Drop box and a "Show existing" link. I click it but do not see the document that I just snapped with a "Receipt snap" in QB mobile app. This is because QB knows better what this receipt/document is for and therefore will not let you use it the way you want. If you snap a receipt then it must be an expense, so I create a dummy expense for it. Then I go to my transaction, click "Show existing", and then switch from "Unlinked" to "All" at the top. Now the snapped document shows up in the list and you can attach it. After attached, you can remove the dummy expense and the receipt itself from the Receipts list.

I admit that it is probably easier to take a picture of the document with your phone instead of using the "Receipt snap", then upload the image to some cloud service accessible on the PC, then download it, then Drag/Drop the file to the Drag/Drop box in the transaction. If anyone figured out a better way, I would like to know.

Here is what I do. A transaction usually has a Drag/Drop box and a "Show existing" link. I click it but do not see the document that I just snapped with a "Receipt snap" in QB mobile app. This is because QB knows better what this receipt/document is for and therefore will not let you use it the way you want. If you snap a receipt then it must be an expense, so I create a dummy expense for it. Then I go to my transaction, click "Show existing", and then switch from "Unlinked" to "All" at the top. Now the snapped document shows up in the list and you can attach it. After attached, you can remove the dummy expense and the receipt itself from the Receipts list.

I admit that it is probably easier to take a picture of the document with your phone instead of using the "Receipt snap", then upload the image to some cloud service accessible on the PC, then download it, then Drag/Drop the file to the Drag/Drop box in the transaction. If anyone figured out a better way, I would like to know.

I'm having this same issues.  I've tried adding them manually.  I've dropped a bunch of receipts for same vendor in receipt box and 90% of the time it is losing the vendor or account info and any categorization there.   My receipts are labeled already with before name date amount and back they belong to when the drop into the receipt area it leaves if luck the name and amount and a lot of times even the date is wrong.  

Is this a glitch in the software ?  I feel like I'm having to reinvent the wheel and that AI isn't doing as it should on matching transactions and receipts very well.  Suggestions would be greatly appreciated so I'm not wasting so much time on doing the sane work twice that the software is supposed to help.  

Sincerely,

Mimi

I'll provide details on how the Receipts feature works and route you to the best help who can initiate further investigation about the issue you've encountered, Mimi.

When you upload, snap a photo or email receipts, QuickBooks automatically extracts information (dates, amounts, vendor, and last four digits of credit card) and matches them to your existing transactions. Unless they're already added, the system can no longer detect a match for them.

Furthermore, you need to upload your receipts without sensitive or personal information and use supported images (PDF,  JPEG, JPG, GIF, PNG, or HEIC format) so QuickBooks can extract your data accordingly. If you have already done so and still lost some vendor and account details, I'd recommend contacting our Customer Care team for further investigation. Here's how:

1. Sign in to your QBO company.
2. Go to the Help (?) menu.
3. Select the Search tab.
4. Click the Contact Us button.
5. Select the Payroll topic in the What can we help you with? page.
6. Choose a way to connect (Have us call you or Chat with us).

Once your bills and receipts are uploaded, review, add, or match (Step 2) them to existing transactions to maintain accurate financial data.

Additionally, I'd recommend regularly reconciling your accounts (monthly) to effectively track your business expenditures and keep your financial data updated.

I've got you covered if you have other concerns about uploading receipts and managing expenses in QBO. I'll ensure this gets resolved for you. Stay safe.