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A
AustinLane1
January 9, 2022
Question

Receipt Snap - Debit Card Recognition

  • January 9, 2022
  • 1 reply
  • 4 views

The QuickBooks iPhone Application has a lovely feature called Receipt Snap that allows a user to snap a receipt. This feature is smart enough to scan the receipt, find the last 4 digits of the card used, and match it to the appropriate credit card linked to the QuickBooks Online Account.

 

I've noticed that when I use this feature, it is only able to appropriately match my credit card transactions. It does not know which account to match my debit card purchases to. How do I get the app to associate the last 4 digits of any of my business debit cards to the business checking account?

 

Thanks.

1 reply

Adrian_A
Adrian_A
Level 8
January 9, 2022

I appreciate your feedback with regards to our receipt snap feature, AustinLane1.

 

Once you've uploaded your receipts, you still need to review them to match the existing transactions. Let me guide you how:

 

  1. Go to Menu ≡.
  2. Tap Receipt snap.
  3. You can find the receipts and bills that are not in your books yet in the For Review tab.
  4. Review your uploaded receipts and bills.

 

if ever a transaction is missing, you can check this link on how you can review them: Upload your receipts and bills to QuickBooks Online.

 

I'm just a post-away if there's anything that I can help with recording payments. Stay safe!

A
AustinLane1Author
January 9, 2022

Thanks for the quick response. 

 

I'm familiar with the process you've provided, however it does not answer my question. I understand how to manually correct the missing bank account. Allow me to further explain my question:

 

The receipt snap feature automatically recognizes my credit card transactions and links it to my credit card account in QuickBooks, as the last four digits of my credit card are also the last four digits of the associated "bank account" in QuickBooks. This however is not true of my checking account, as the last four digits of my debit card are not the same digits as the last four of my checking account number. I assume this is why QuickBooks is unable to automatically match the receipts to this account. Is there any way to correct this?

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