Receipt Upload Epson RR600 Quickbooks Online

Hi there, @Cap72587. We'll help you match your receipts with your expenses inside QuickBooks Online (QBO).

When scanning the receipts using the printer and having them available inside the program, please know that the option to match them with your existing expenses is under the Arrow dropdown button below the Create Expense button on your Receipts page. We'll write down the steps to get you going:

1. Access your QuickBooks Online company.
2. On the left navigational bar, go to the Transactions tab.
3. Select Bank Transactions.
4. Go to the Receipts page.
5. In the For review section, locate the receipt and then click the Dropdown arrow below Create expense.
6. Choose Find a Match.
7. Enter the necessary details.
8. Once you're ready, click the Match button.

Furthermore, see this page to help you manage bank transactions, and receipts inside QBO:

• Categorize online bank transactions in QuickBooks Online.
• Upload your receipts to QuickBooks Online.

Don't hesitate to comment below if you need assistance managing your receipts or have any additional QuickBooks-related questions. We'll be around to help you out again. Keep safe.

When i upload a receipt using the Epson RR-600w it is not attaching it or matching it to an existing transaction--what it is doing is create a whole new account in the chart of accounts---does anyone have this issue? if so how did you fix it?

thank you

Let me share more information about receipt upload using Epson, Taxes. 

When you import your receipts using the Epson RR-600W, QuickBooks automatically generates a new expense account to categorize and store the transactions.

When the Epson scanner is connected to QuickBooks Online (QBO), it seamlessly integrates with the platform, allowing for automatic recording of your receipts without requiring manual entry.

In step 2 of this article, you can follow the steps to review, add, or match receipts.

I'll be here if you still have questions about your receipts or anything QuickBooks-related. Have a great day.

Thank you for your reply

What you describe is not happening----

in my case the transactions are already added/matched in quickbooks, in other words its already been categorized and in the proper account---the final step is when the client brings the receipts---what we do is scan them and ATTACH it to the transaction---that's all we want to do because the bulk of the work was already done previously we just need the receipt to be attached to the transaction and when we scan receipts into quickbooks it ADDS ANOTHER TRANSACTION ---- this is DUPLICATING what we've already done with the bank feeds.

IMO this feature is for someone who isn't using the bank feed, someone who isn't connected to the bank, someone who manually enters everything.

We appreciate your input and thank you for sharing more details, 58TAXES. I'm here to provide additional information and assist you in matching your receipts to the existing transactions.

When using the Epson RR-600W with QuickBooks Online, the scanner automatically extracts and organizes information from your receipts. However, since you've already entered the transactions manually and matched them through the bank feeds, those transactions are categorized accordingly. As a result, the scanner may not recognize the existing categorized transactions when you use the receipt management feature, leading to duplicate entries.

To resolve this, you'll need to undo the categorized transactions and exclude them from the bank feeds. Then, you can use the receipt management feature to automatically categorize the transactions based on the receipt details.

Additionally, you can run a report to get a comprehensive overview of your business finances.

We're always here to help you if you have other questions or concerns about QuickBooks, 58TAXES. Have a great weekend.