cancel
Showing results for 
Search instead for 
Did you mean: 
jeffbean
Level 4

How Delete Emailed Receipts?

It's not easy to view two "matched" transactions, and I'm still trying to get the hang of it, and how to change my workflow to match what QBO wants me to do. So I've got a lot of duplicate receipts that have been emailed to QBO. I need to delete the receipts that will not be matched to any transactions. I can see no way to do that.

 

How do I delete these uploaded receipts?

 

Please note: I'm not talking about the "receipts" that are visible in the Transactions > Receipts page. I'm talking about the receipts that have been uploaded via email.

 

The only place I can see these is on an Expense editing page: at the bottom, there is a box for Attachments, below which is a link for Show existing. That link opens a side window that displays available uploaded receipts. But that window does not allow the receipts to be deleted or managed in any way; it only allows them to be Added to the expense or Downloaded. Again, I want to delete them.

4 Comments
Joseph_A
QuickBooks Team

How Delete Emailed Receipts?

Let me walk you through on how you can delete your email receipts, @jeffbean.

 

I agree with you, you can also see your email receipts on the Expense editing page attachments box.

 

To delete it successfully. here's how:

  1. On the left navigation pane, go to Banking.
  2. On the Banking page, select the Receipts tab.
  3. From there, choose the receipts you wanted to delete then select Batch Action.
  4. Click on Delete selected.

Learn how you can edit the receipt, add it to an account, or match it to an existing transaction in the Receipts tab: Email receipts and bills to QuickBooks Online.

 

You are now back on track. Feel free to notify me if you need further help. Have a good one.

jeffbean
Level 4

How Delete Emailed Receipts?

@Joseph_A As I said in my original post:  "I'm not talking about the "receipts" that are visible in the Transactions > Receipts page. I'm talking about the receipts that have been uploaded via email."

 

(Your instructions refer to the Banking > Receipts tab. My interface does not use that language.)

 

Again, the only place I can see these is on an Expense editing page: at the bottom, there is a box for Attachments, below which is a link for Show existing. That link opens a side window that displays available uploaded receipts.

 

I may be incorrect that these receipts I've described came into QBO from emailing. Frankly, as I was importing historical data and trying to get used to how QBO works, I simply don't remember how they got there. The point is that they're duplicative, I don't need them, and I want them gone.

Jen_D
Moderator

How Delete Emailed Receipts?

It's nice to have you back, @jeffbean,

 

The attachments you see under the Attachments area may have sourced from you using the Receipts Forwarding option.

 

If you have observed duplicate items uploaded in the Add to Expense section, all you need to do is use the Add option to forward it to the Attachments field. Once done, you will see a little X button that will help you remove it from the list. See this illustration:

 


 

However, if you don't have the option to delete anything there, I recommend contacting our Support Team for help. They can check your account and investigate why this is happening. To contact us:

  1. Go to the (?) Help menu then click on Contact Us.
  2. Enter the keyword Payroll Account Management and Billing in the What can we help you with? box.
  3. On the next window, scroll down to the Choose a way to connect with us section.
  4. Choose Start messaging to initiate a discussion with a live agent or Get a call for callbacks.

When using the messaging option, a small discussion box will open at the bottom right section of your monitor. An agent will be with you after filling in the information. See this:

 

Please see the following link to see our support availability and operation hours: Support hours and types.

 

Let me know if there's anything else I can help you. I'll be more than willing to assist you at any time. Have a good one!

 

jeffbean
Level 4

How Delete Emailed Receipts?

@Jen_D Your solution doesn't work. If I added them to an existing transaction, then deleted them from the transaction, they just went right back to the list. When I tried adding them to a fake transaction, saved it, then deleted the transaction, all the attachments went back to the list.

 

It's simply astounding to me that there is data in my accounting system that I don't have control to manage.

 

I will, as you suggest, try to contact whomever answers through the Help system. From my too-many experiences with it already, it is very likely that this kind of technical issue will be beyond their pay grade and yet it will take me 2 hours on the phone with them before they realize it.

 

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

Need to get in touch?

Contact us