cancel
Showing results for 
Search instead for 
Did you mean: 
Corlea
Level 2

Hi, is there a way to more quickly identify scanned receipts? Each time I have to select bank account and account category - Id like the software to do this automatically

 
Solved
Best answer July 02, 2020

Best Answers
BettyJaneB
QuickBooks Team

Hi, is there a way to more quickly identify scanned receipts? Each time I have to select bank account and account category - Id like the software to do this automatically

Hi there, @Corlea.

 

Allow me to provide some insights about categorizing your bank transactions in QuickBooks Online.

 

At this time, being able to automatically categorize receipts and transactions isn't available in QuickBooks Online. You'll need to do this manually since the program can't recognize the information on the receipts.

 

However, you can automatically categorize the downloaded bank entries by utilizing the Bank Rule feature in the system. Here's a link that will give you more details on how to perform this process: Learn how to use bank rules to automatically categorize transactions from your bank.

 

Please know that our developers are continuously finding and considering new functions to be added to the program to meet your business needs.

 

You may visit our QuickBooks Online blog site regularly, to stay in the loop with our recent happenings including product enhancements. 

 

Lastly, I'm adding here some links that you can scan through about reviewing and matching your bank transactions in QBO including the receipts:

Let me know if there's anything else that you need about this or with QuickBooks. I'll be around to lend a helping hand. Have a good one!

View solution in original post

2 Comments 2
BettyJaneB
QuickBooks Team

Hi, is there a way to more quickly identify scanned receipts? Each time I have to select bank account and account category - Id like the software to do this automatically

Hi there, @Corlea.

 

Allow me to provide some insights about categorizing your bank transactions in QuickBooks Online.

 

At this time, being able to automatically categorize receipts and transactions isn't available in QuickBooks Online. You'll need to do this manually since the program can't recognize the information on the receipts.

 

However, you can automatically categorize the downloaded bank entries by utilizing the Bank Rule feature in the system. Here's a link that will give you more details on how to perform this process: Learn how to use bank rules to automatically categorize transactions from your bank.

 

Please know that our developers are continuously finding and considering new functions to be added to the program to meet your business needs.

 

You may visit our QuickBooks Online blog site regularly, to stay in the loop with our recent happenings including product enhancements. 

 

Lastly, I'm adding here some links that you can scan through about reviewing and matching your bank transactions in QBO including the receipts:

Let me know if there's anything else that you need about this or with QuickBooks. I'll be around to lend a helping hand. Have a good one!

Corlea
Level 2

Hi, is there a way to more quickly identify scanned receipts? Each time I have to select bank account and account category - Id like the software to do this automatically

Thank you BettyJaneB!

Need to get in touch?

Contact us
Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up