Split transactions in Receipts tool

I appreciate you for sharing the details of your concern, @sognvalleyfarm.

In uploading receipts in QuickBooks Online (QBO), you can only choose one expense account. However, you can split them when added in the For Review tab.

Here's an article you can read for the details (read Splits transactions between multiple accounts section): Download, Match, and Categorize your Bank Transactions in QuickBooks Online.

To answer your second question. You'll want to create a separate expense account for each vendor. This way, you can tag multiple vendors when creating an expenses or check.

Then for your third question, make sure to add the imported receipts as an expense and select the right bank account. This way, it'll find a match on the Banking page. Also, review the receipts if they have the same amount in the For Review tab.

You can also check this article for additional reference on how to manage imported receipts in QBO: Manage your Receipts in the Receipts tab.

Once done, you can now assign and categorize the transactions. I also suggest contacting your accountant for further assistance in recording this. This way, you'll be guided accordingly.

Please contact us anytime you have other concerns with your QBO. I'm always here to help.

Thank you very much for the reply. I know I can split expense transactions into multiple categories in the For Review tab within Banking, but is there a way I can connect those transactions with the Receipt capture? It seems that the receipt expense only because able to be matched after an expense is created in the Receipts tab. But in order to do that, I have to put it through with just a single category. 

Since the digital receipt capture is my only record of these receipts, and I want them attached to the expense transaction, do you know of a way I can use those receipts but still split into multiple accounts?

Hello there, sognvalleyfarm,

You can instead save this digital receipt as an attachment so you can add it on multiple accounts.

Attachments in QuickBooks Online lets you attach these to customer and vendor profiles. You can also add attachments on the transactions. You can learn more about that here: Attachments in QuickBooks Online.

You can upload attachments without adding them to transactions. Here's how:

1. Click the Gear icon.
2. Select Attachments under Lists.
3. Click the Attachments link, browse your computer for saved data.

Stay in touch with me if there's anything else I can be of help.

I find this yet another deficiency in the programming abilities of the Intuit team.  Think about it, please!  Think about it from a bookkeepers perspective as well as an efficient workflow.  I continually ask, "Does the Intuit Team ever hold focus groups with "BOOKKEEPERS"?  Do they have perform "Time and Motion" studies?

Although I have committed myself to working with QBO, it doesn't mean I am thrilled as I have been with QBD over the past 3 decades.  As I am retired and no longer wish to fight hardware and software technologies, I elected to simply work in the cloud.  But WOW!!!  I probably get 1/4th the work completed in the same amount of time I used to in QBD.  Yes, there are some good features available when using the automated Banking tools, but still, there are simply so many issues of which this is just one of them.

Please, do not bother responding with one of those canned answers.  The only answer I prefer to see is that "... this issue is #318 on the list of items to look into and possibly "enhance" and/or, this will never be worked on and simply deal with it..."

Hi Budget Friendly Bookkeeping,

We recognize how you want QuickBooks Online (QBO) to work perfectly with your business needs. I'll make sure to take note of this so we can send a request and pass this along to our developers' team. 

Your feedback is important for our product managers to address customer challenges and allows for the opportunity to identify improvement and adding new functionality to the product.

If you have any other concerns, please let us know so we can always help you.

I'm having the same issue. I use the receipt capture tool, but I can only enter it as one category? THEN I have to manually adjust it later? OR, I enter the expense manually, and attach a file? I don't see how this saves anyone time, and everything still has to be manually entered. I would like to upload a receipt, record everything it was for (not just one category), and be done.

Hello, @william25.

Depending on which suits you best, you have three ways to attach your receipts in QuickBooks.

• Email to a special Receipt Capture email.

   

  

• Drag/drop to the Receipts center. 

   

  

• Take a picture using the QuickBooks mobile app.

   

  

Let me know how it goes if you have other questions about managing your transactions. 

I have no issues uploading receipts, that's the easy part. It's when the reviewing the receipts where the issue lies.

While reviewing, you can only select one category, THEN you have to go to the expense to correct it. This is annoying because you have to open the receipt in a different window to see it, and you have to enter the items manually anyway. It would be nice (and make more sense) if you could add more than one category at the review stage (while you can actually see the reciept), create an expense, and be done.

Hi there, @william25.

Thank you for the response. We appreciate your suggestions to improve QuickBooks Online (QBO) experience. Also you can take a look at this article link to provide you brief information about reviewing your receipts in QBO: https://quickbooks.intuit.com/learn-support/en-us/bank-transactions/manage-your-receipts-in-the-rece.... 

There are also helpful articles that you can read whenever you encounter QBO issue. Some articles will provide you tips for running your business, some are questions from the other QBO users with corresponding solutions answered by the Community.

Don't hesitate to post here in the Community if you have concerns with QuickBooks. I'm here to help. Stay safe.

You said it perfectly. In my view, the whole purpose of a receipt capture tool is to get a receipt "in the system" before it gets put through the wash or forgotten about. Then, when I'm in office mode, I can go through to review and categorize. It seems crazy that the split transaction functionality present in the Expense/Banking screen still hasn't been incorporated into the Receipt Capture tool. Not only do many of my purchases fall into different expense categories, but what about sales tax? I'm saving zero time if I cannot complete all the categorization in the receipt review stage. 

I'm planning to return to using Autoentry (and pay for it) instead of using this Quickbooks tool.  Autoentry allows splitting up line items (even though the interface is a bit clunky) and automatically extract sales tax. Plus you can select your payment account (checking, credit card, etc.) at the time of receipt upload. I would encourage others that are frustrated with the Quickbooks receipt tool to try Autoentry. It syncs nicely with Quickbooks.

Attention QuickBooks Team:

I don't think you're understanding everyone's "gripe" here.  I am also having the same problems.

We all understand how to upload receipts.  We all understand how to use the banking page.

The problem isn't with these actions.  The problem is with the Receipts Page.

As of today, there is only 1 expense category to chose from for each receipt.  However, in reality, all of my clients purchase items on a single receipt that need to be split into multiple categories.  So uploading receipts into the ReceiptTool is not convenient.  You're telling your customers to upload the receipt, pick 1 category, and then to go back into that transaction, reopen the receipt in another tab and then split the transaction there?  YIKES!!!  Talk about wasting time and money.  Not efficient.

I currently use ReceiptBank for all of my clients and have tested the ReceiptTool for QBO and am extremely disappointed that you are not taking into account the reality of receipts and split transactions.  The worst part is, you are not listening to everyone's question here and just giving them generic links to click to about other pages on your site.  I don't think you're actually hearing us.

I suggest you take a look into the ReceiptBank tool and how that software works.  This would be a great way to learn what we are taking about and how to revamp this service on your page.  You might actually have more people using it and signing up for it.  As of right now, I will not be suggesting my clients to make the switch over.  It's just too time consuming and I'll actually be losing money due to lost time by having the receipts uploaded here rather than ReceiptBank.

Please listen and learn what we need.

Thank you.

I'm sorry to say, you're message to the QBO Team basically falls on deaf ears.  Well not necessarily deaf, but more of "a none policy" care...This is just one and only one "BOOKKEEPING" issue that has been brought to light to the QBO team with only canned responses.  It is unfortunate that Intuit has lost its way. What was once a strong and solid bookkeeping system that started out being ridiculed by the accounting professionals of the world, was soon, not only praised by them, but many needed bookkeepers to help teach it to them, lol.  Heck, I was one of the first to graduate college using QBD to get through all my college take home exams.  The professors were absolutely baffled and had no choice but to accept it as perfect.  Okay, so, yes, I'm old, but I've seen QBD grow into what was probably the best thing to come along since the abacus ;)...
So now we're faced with dealing with all the inefficiencies of this tool.  Unfortunately, once you export your data and start your daily routine, over time you begin to realize this tool may not be the tool for you. By then, it's too late and you cannot export your data back to QBD.  This of course was done deliberately for perpetual income for the intuit money making machine.  Your only option is to export your reports and enter your balances into QBD or another accounting software.  But many just end up falling victim into purchasing all of the $4.95 options for all of the APPS to do this or that that the QBO  version is missing (conveniently).

Eh - I can go on and on... I wasted enough time on this only because I'm tired of wasting time on the books - LOL... But I gotta get back to wasting more time.  Hey, don't get me totally wrong here.  I have managed to set up one particular client to automatically download and categorize.  The trick is, you need to change how they run their "business" to match the "accounting system", not run the "accounting system" the way the "business" runs LOL...

I am in full agreement with the above comments regarding the ability to split receipts, the overall functionality of the Receipts tool and the overall performance of QBO. I use QBD all day every day at my day job and have a few clients that I service on the side, one in particular that I recommended using QBO and I'm almost regretting it. 

I'm surprised that a post like this didn't get more activity - I would think that other bookkeepers/accountants also share in this frustration - at least if you're interested in being efficient. My client is remote so I was hoping that they could easily use the Receipts tool to upload receipts for me to code - I may be looking for another solution - the time involved in this is ridiculous. The vendor name doesn't auto-populate, no transaction memorization, no split function, and the matching transaction isn't found to boot. 

What's up, QB/Intuit?????

Yes, it's quite disappointing how Intuit seems to overlook basic functions like this. I even had a 1-on-1 feedback session with the product manager responsible for the receipt capture tool (who seemed genuinely interested in my feedback on how the tool is working and how to improve it). Of course, the lack of a Split function was a major issue I raised. That was over a year ago.

For what it's worth, I currently capture receipts with Qbo which are for simple receipts that won't need to be split, such as gas receipts. But I also use Autoentry, which integrates with Quickbooks and has the ability to add line items for split receipts. The Autoentry UI isn't super slick and it does cost money, but it's pretty affordable and gets the job done for me while Quickbooks continues to lag. Their support is also always at the ready, if you have questions. Just thought I'd put that out there as a stopgap solution for folks who feel limited by the qbo receipt capture tool.

Anyone who uses QBO app to upload receipts needs an OPTION to ADD a MULTIPLE ACCOUNTS for a Category for ONE receipt. Please, take care of it.

I think the mobile app is great since at least now, my employees are successfully able to upload receipts as soon as they are available.  The only problem now is that only the "expense" categories are showing up in the mobile app versions, but sometimes I need categories from COGS available.  I'm sure it is just a query issue in the combo box on the mobile app since all of these categories are available on the browser version.

Has anybody else noticed this?  Are there any plans to fix this so that all of the categories are available from the mobile app? Or even better, is there a setting that I have overlooked for the mobile version of the app?

Thanks!

Sergio

Thanks for joining us here, @Sergio Andre.

I'll share some information about viewing categories. While some features aren't available in the mobile app, you'll want to access your account using the browser on your device. This way, you can see all your categories.

Check out this guide for details: QuickBooks Online access for mobile devices.

Additionally, here's a link that covers all the tasks you can do when using the banking feature.

• Find help with bank feeds and reconciling accounts.

Feel free to swing by anytime if you still have questions or concerns with categorizing transactions. I'll be around to help. Take care and stay safe.