Enforce Getting Receipts from Clients

perezgoreeii · ‎September 05, 2021

I wanted to gather a poll of the number of accounting practices that enforce receiving all the receipts from their clients and match them to each item in the bank statement?

Or since it’s the clients responsibility if they are audited you only go so far with the request and leave it alone or let those clients go if they can’t produce the receipts.

I’ve struggled with this and wanted to learn how other practices address this matter? I appreciate any insight.

ShiellaGraceA · ‎September 05, 2021

Hi @perezgoreeii,

I'll share some information about matching your uploaded receipts. You'll want to use the Receipts tab on the Banking page so you can match your uploaded receipts with your bank statement.

Here's how to do it:

Upload receipts or bills from your computer or Google Drive.
Review, add or match receipts and bills.
If QuickBooks can’t find an existing transaction that matches, you can create a new transaction from your receipt or bill by clicking Create bill or Create expense.

Please refer to this guide for the step-by-step instructions: Upload your receipts and bills to QuickBooks Online.

Additionally, here's a link that'll keep your accounting partners informed of the changes and improvements happening at QuickBooks: Watch In the Know webinars.

Know that you're always welcome to swing by if you have follow-up questions or concerns with receipts. Take care and have a nice weekend.

Topics

Training

Community

Resources

Enforce Getting Receipts from Clients

Enforce Getting Receipts from Clients

Need to get in touch?