Matching receipts after transaction had been posted

Hello @Budget Friendly Bookkeeping,

I want to let you know that your voice matters and I'm taking notes of your feedback and submitting it directly to our engineers. As of this time, there isn't an integrated way that'll let you match your downloaded transactions to your uploaded receipts.

In the meantime, you may want to consider matching your existing transactions from your downloaded transactions. Or manually creating it from your uploaded receipts.

In addition, here's an article you can read to learn more about managing your downloaded transactions and uploaded receipts:

• Download, match, and categorize your bank transactions in QuickBooks Online

• Manage your receipts in the Receipts tab

In case you need some related articles in managing your bank account, you can always visit our Banking and Bank Feeds page for reference.

If thee's anything else that I can help you with, please let me know in the comment section down below. I'll always be around ready to help.

I guess I've been doing both Accounting - specifically with QB and IT for far too long and am glad I'm retired ;).  It just amazes me as to why I find all the things I need aren't available...  Just like the days gone by when I was a very young man many many decades ago when I could choose 1 of a thousand parts manufactured, and tell just by looking at it that the machine used to produce it was ten thousandths of an inch off.  It seems I am finding too many of these ten thousandths off issues in this online system.

No - I stopped complaining, so don't get me wrong.  Just pointing out what the designers/engineers should have thought of before releasing such an APP.  Granted, their original thought was one direction. But did they stop to consider the automation they created and how this tool would work together with it??

Okay - said my piece.  I'll just do what I've been doing for the past 3+ decades - GET IT DONE...

I understand how important these features for you and your business, @
Budget Friendly Bookkeeping.

I value you and the success of your business and I thank you for your feedback regarding these matters. I'll pass these along to our engineers so they'll get more ideas how to improve QuickBooks, and ensure to give our customers the best experience.

Add a comment below if you have any other feedback and QuickBooks questions. I'm a few clicks away to help!

I am also frustrated with the RECEIPT functionality that is claimed to exist in QB. Should be so simple but alas. So what I do is upload the receipt - take a screenshot of it - upload that screenshot to the Expense, then delete the receipt in QB. Ha ha. Come on guys.... 

How are we to match a receipt in the system with a manually entered expense? There does not seem to be a way to do this - any help would be appreciated. 

Thanks

I've got your back on matching uploaded receipt to expense, @jaimec.

You can go to the Receipts menu and match your receipt to the manually entered expense in QuickBooks. Here's how:

1. Click Banking from the left and select Receipts.
2. In the For review tab, look for the uploaded receipt. If you see a record found under the Category column, it means that QuickBooks believes it matches your manually entered expense.
3. Verify the Linked Record by selecting Review from the drop-down beside Match.
4. Review and enter the necessary information, then click Save and next.
5. Click Match.

However, if QuickBooks doesn't found any record of your uploaded receipt, you'll want to make sure that the date and amount of your receipt are the same as the manually created expense.

I'm adding this article for more guidance: Capture and categorize expense receipts and bills in QuickBooks Online.

You might also want to check out this article to learn how to email your expense receipts and bills to get them into QuickBooks Online: Email receipts and bills.

Should you need any additional assistance while managing your uploaded receipts, you can leave a comment below. I'll be sure to get back to you.

If it only it were that easy. The problem is QB can't find the match. Date, amount and payee are equal but QB still wont match it. So the question remains, I have an expense entered and I have a receipt in the system. How do i match it when QB will not recognize the match.

Thanks in advance for your help :)

Hello @jaimec,

Since you're still unable to match the uploaded receipts with your existing expense transactions even after following the suggestion above, I'd recommend contacting our Customer Care Support.

With their tools, one of our specialists can pull up the account on file and investigate further what is the reason why the system can seem to recognize and match your receipts. To do so:

1. Go to Help.
2. Select Contact Us.
3. Enter Unable to match expenses with receipts in the What can we help you with? field.
4. Click Continue.
5. Choose a channel where you wish to connect with our dedicated specialists.

Additionally, I've also included this reference for a compilation of articles you can use while working with us: Expenses and Vendors for QuickBooks Online.

If there's anything else that I can help you with, please let me know by leaving any comments below. I'll be here to lend a hand.