Hello there, Mark. You can manually review your receipts, categorize them, and apply the appropriate categorization based on your project codes.
The feature to scan and upload receipts is designed to automatically extract info from it and create a transaction for you to review. Once generated, you can edit it, add it to an account, or match it to an existing transaction in the Receipts tab.
QuickBooks Online doesn't have a built-in feature to categorize receipts automatically based on custom rules. That said, I recommend submitting feedback to our product engineers. Our team will thoroughly review your ideas.
Here's how:
- Go to the Gear icon, then choose Feedback.
- Type in your valuable suggestions or recommendations.
- Hit Next to submit.
You can track your recommendations through our QuickBooks Online Feature Requests website.
Moreover, you might want to check out these resources in the future to help you manage your transactions effectively:
Expressing your need for automated categorization of receipts based on unique project codes may influence future enhancements. Your input can contribute to shaping the program's future capabilities. Let me know if you need any help. I got you, Mark!