Welcome to the Community, Apexbee.
 

Once expense receipts are uploaded into your books, their information's pulled and matched with an existing transaction. Afterward, you can review/edit and approve/remove the match.
 

Here's how:

1. Access the Vendor menu, then Receipt Management.
2. On your For Review tab, click the Refresh icon to see receipts.
3. For each record, you can use your small arrow and choose Review.
4. If the receipt matches, press Attach. In the event it's incorrect, pick Remove match.
5. Select OK.

I've included a detailed resource about working with receipts that may come in handy moving forward: Upload receipts to QuickBooks
 

Please feel welcome in sending a reply if there's any questions. Enjoy the rest of your day!

This does not address my issue. The uploaded information is going into the wrong bank account, one that is being newly generated and not into my existing account.

This is not addressing my issue. The invoices/receipts I have uploaded are not going into my existing bank account I'm my company file. They are being uploaded into a newly generated account being initiated by either Epson  ScanSmart or Quickbooks. I need to know how to get those files loaded into my existing bank account location within my company file. I can see both accounts, the new one and my existing one but the information is not linked.

Thanks for the clarification, @Apexbee.

I can provide you some information on how we can get your invoices and receipts uploaded to your existing bank account. 

First, you’ll want to re-setup your Epson ES-65WR scanner and ensure to check the settings if it is set to the right bank. For more details, you can check this article for reference: Epson ScanSmart User's Guide.

Then, set up your QuickBooks Scan Manager. Here’s how.

1. Go to the Company menu in your QuickBooks Desktop (QBDT) software.
2. Select Documents, then choose Doc Center.
3. Click Scan a Document.
4. Select New to set up a new profile or select an existing scan profile.
5. Edit the name of your profile, then click Continue.

You can also see these links for more details:

• QuickBooks Scan Manager: Scan and attach documents to transactions
• QuickBooks Document Center: FAQs and common issues

If the issue persists, I recommend contacting our Support team. This way, they can check your account and investigate the reason why you’re unable to upload your receipts to your bank account. 

In the meantime, you’ll want to manually move those receipts to your preferred bank account. Let me guide you how.

1. Go to the Accountant menu.
2. Select Chart of Accounts.
3. Locate and select the account created by Epson ScanSmart.
4. Find and click the upload receipts.
5. Select Edit and change the account where you want the receipts to be uploaded.
6. Then click Save & Close.

Furthermore, you might want to check resources for additional reference about uploading receipts in QBDT: Upload receipts to QuickBooks Desktop Pro Plus, Premier Plus or Enterprise.

I’ll be around if you have other questions or concerns about receipts or anything about managing your software. I’m more than happy to help you. Keep safe and keep well.

How can I get the receipt to match with the bank feed so I don’t have duplicates on QBO

Thanks for reaching out to us, Wendi.

I'm here to help you match your downloaded transaction to the existing one. This way, you won't have duplicates. Here's how:

1. Go to the Transactions or Banking menu.
2. Head to the Banking tab, the choose a bank account.
3. Locate and select the downloaded transaction to expand the view.
4. Select the Find match option
5. Review the matching records found in QuickBooks. 
6. Select the checkbox of the correct match. 
7. When you're done, click Save or Match.

I've also added some articles that will guide you in reviewing the downloaded bank transactions and put them in the correct accounts:

• Categorize and match online bank transactions
• Set up bank rules to categorize online banking transactions

If you have further questions about bank feeds, just leave them below. I'll make sure to answer them.

The scan manager was the most important function in our bookkeeping and operational functions.  The ease of attaching a document to a transaction during data entry was invaluable.  This idiotic change has crippled functionality of our data entry activity and added wasteful steps.  Rube Goldberg would be proud.  Please fire the dimwit who decided to eliminate it and get someone with half a brain to reinstall it!

Michael

When i want to scan to quickbooks its ask for neat scan how do i change to my printer scanner

Thanks for reaching out about your concern with the QuickBooks scanner, ddterrell. Let’s delve into how to change the settings to use your printer scanner for QuickBooks.

Before we proceed, are you using QuickBooks Online (QBO)? If so, using a scanner to enter invoices is unavailable in QBO. It is only available for QuickBooks Desktop (QBDT).

To capture receipts in the program, look for a third-party app that can integrate with QuickBooks. Alternatively, you can download the QuickBooks Online app on your mobile phone and use the Receipt Snap feature to capture your receipts. For more details, see this link: Upload your receipts.

You can also find apps in your QBO account by going to the Apps menu. I can guide you through how:

1. In the Apps menu, select Find apps.
2. Type receipts in the search bar.
3. See an app that suits your needs.

If you're using a QBDT, set up and test your scanner by following Step 2 in this article: QuickBooks Scan Manager. If you haven't created your profile yet, start with Step 1.

I also collected these resources that you can use for guidance in categorizing and reconciling your accounts in QBDT:

• Add and match Bank Feed transactions
• Reconcile an account

Aside from the method above, you can also email your expense receipts and bills into the system to automatically pull dates, amounts, vendors, and the last four digits of the credit card. See this guide for more details: Email receipts and bills to QBO.

You can add a comment below if you have more concerns about uploading and scanning receipts in QuickBooks. I want to ensure everything is taken care of for you.