Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
posted
Welcome to the Community, @schatzja. The reason you noticed that the system adds another transaction in QuickBooks Online (QBO) is that QuickBooks suggests transactions that may match your receipts. Allow me to provide further insights on this matter.
When QBO suggests transactions, it’s due to matching details, such as amount, date, bank account, and other relevant factors. This feature is designed to keep your records organized efficiently. If you need, you can always search for a specific transaction manually.
However, please note that receipt matching is limited to Bills and Expenses, which means you won’t be able to match receipts to a Journal Entry (JE).
Since we can't match a receipt to a JE, you can choose to keep the JE and exclude the receipt or vice versa.
For a smoother experience, I recommend uploading your vendor receipts directly to QuickBooks Online. Doing this can save you a significant amount of time in tracking.
Moreover, you can refer to this article to email your expense receipts and bills to get them into QuickBooks Online: Email receipts and bills to QuickBooks Online.
Furthermore, consider utilizing QuickBooks Live Expert Assisted service to simplify your accounting procedures, maintain accuracy in your financial records, and access expert support. This service can help you concentrate more on expanding your business.
If you have further questions or need assistance with matching receipts to journal entries, feel free to reach out. I’m here to help. Have a wonderful weekend.
