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Join nowI am having an issue where I upload a receipt before the transaction comes through and once the transaction comes through it doesn't match with the receipt. When I review the transaction, there is an option to add an attachment but it only lets me choose from files on my computer. I have not been able to figure out how to match these transactions/receipts.
There are a few reasons why your receipts don't match the expense transaction in QuickBooks Online, Aria Wittenberg.
These may include the following:
Once you've uploaded your receipts and bills to QuickBooks. These are not in your books yet. You need to review, edit, add, or match those to existing transactions first. The system will automatically recognize possible matches to the receipts. If you can't seem to find a match, you'll want to add it as an attachment instead or exclude the receipt to avoid duplicates.
After adding the receipt as an attachment, we can remove it on the Receipt (For review) page.
Additionally, I've included an article that'll guide you in reconciling your accounts. This ensures your QuickBooks accounts match your real-life bank and credit card statements: Reconcile workflow in QuickBooks.
Feel free to get back to us if you have additional questions. Have a great day!
Thanks for the response Catherine! I have a few more questions:
If I go to the receipts tab and there are no existing matches, & I create a new expense with the receipt, does it double count it?
When I am reviewing transactions and select add attachment, QBO does not allow me to select from my uploaded receipts, it only allows me to select attachments from my computer. Is there a way around this?
Also, our employees will sometimes turn in receipts that don't have the tip and final total on them. When the transaction comes through, the total is more than the receipt and they don't match up. Can you please advise?
I appreciate you for getting back, Aria. I'm stepping into the thread to share with you some additional information about matching uploaded receipts in QuickBooks Online (QBO).
First, I want you to know that creating a new expense from the Receipts tab won't create a duplicate entry as long as you don't have an existing transaction created in QuickBooks.
If the amount is different from the receipt uploaded, same as your employees' transactions, you can do the following:
On the other hand, you can snap your receipt then save it as PDF, JPEG, PNG, DOC, XLSX, CSV, TIFF, GIF, XML so you can attach it to transactions. I'm adding this link to learn more about this feature: Attachments in QuickBooks Online.
Additionally, here's how you can handle your receipts and bill transactions: Upload your receipts and bills to QuickBooks Online.
Aside from that, you can also review your banking transactions from the Banking tab to match with your existing records. You can open this link as your guide: Categorize and match online bank transactions in QuickBooks Online.
If you have any other questions while matching your receipts, let me know by adding a comment below. I'm always here to help. Have a good one!
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