Receipt Matching to Bank Transactions doesn't work

Shicks30 · ‎September 02, 2025

Is anyone else having issues with the receipts and bill matching? It doesn't work. I have been on multiple support chats and have spent hours on work that should take 15 minutes. The issue is you email or upload your receipts. The receipts won't match with existing bank transactions. If you review and add these to the system it will create a duplicate transaction in the registry and not match it to the existing bank transaction. I had to spend hours in my registry looking for duplicates and deleting. Support says the problem is solved, which it is not. I am at a loss on what to do except changing software's. QB new software roll out is a disaster. It is horrible. Please let me know if you are experiencing the same issues.

cody_a

@Shicks30 I understand how frustrating it is when a feature doesn't work as expected, especially one that's meant to save you time. I've passed your case to our Next Level Help team so they can take a closer look at this for you.

An expert will review your Community comments and support history to get the full picture. You can expect to hear from them soon with the next steps to get this sorted out.

Shicks30

Sure feel free to look into. The bill payment and expenses/receipts section of QB does not work. I am now having additional issues with bill processing. It didn't process two payments from over a week ago. After deleting and adding them back it now gives me an error and won't process. I could go on for days about this section and yet again there haven't been any solutions to these problems. The community is full of complaints regarding this area.

Alex22231

Yeah, this has been a big issue since the new rollout. QB’s receipt capture often creates new transactions instead of tying to the existing bank feed, which causes the duplicates and errors you’re seeing.

A couple of things that sometimes help:
- Turn off auto-add so you can review suggested matches manually
- Run a duplicate report (filter by date/amount) before reconciling so errors don’t pile up

It’s frustrating because the workflow is supposed to save time but ends up taking longer. Are you seeing this mostly with card payments or ACH deposits?

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Receipt Matching to Bank Transactions doesn't work