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Level 1

My banking menu is missing the receipts tab. How do I get the receipts tab to show up?

I'm trying to follow these directions but the Receipts tab is not there...
Step 1: Add receipts
Go to the Banking menu and select the Receipts tab.
Drag and drop receipts directly into QuickBooks Online, or select Browse to upload them. You can also email receipts to QuickBooks and they’ll show up here as well. You can use PDFs, images (jpeg, jpg, gif, or png), or info in an email.
10 Comments
QuickBooks Team

Re: My banking menu is missing the receipts tab. How do I get the receipts tab to show up?

Hi there, succulentbar.

 

There is no Receipt tab in the Banking menu. Though, you can select and click a transaction in the For Review tab and click Add attachment (see attached screenshot) to add a receipt.

 

You can also use the mobile app receipt scanner or save them as attachments when recording transactions in QuickBooks Online. 

 

Please visit these guide articles about saving receipts and QuickBooks attachments for more details:

 

Add another reply below if you have follow-up questions. I'd be glad to help you again.

 

attachment.PNG

ProAdvisor

Re: My banking menu is missing the receipts tab. How do I get the receipts tab to show up?

@succulentbar

They have Add Attachment (paper clip icon) under Banking/For Review tab.

Just click transaction row, you should see "Add Attachment" link to attach the backup receipt.

Level 10

Re: My banking menu is missing the receipts tab. How do I get the receipts tab to show up?


@succulentbar wrote:
I'm trying to follow these directions but the Receipts tab is not there...


Where do you see these directions? This is not for QBO, especially "You can also email receipts to QuickBooks ";  maybe this is QBSE?  Or is it Bll Pay?

Level 1

Re: My banking menu is missing the receipts tab. How do I get the receipts tab to show up?

Thanks JenoP!  Yes the only way I found to add a receipt to a transaction within QBO was using the For Review tab and click Add attachment (see attached screenshot) to add a receipt, as you suggest.

 

However, when in QBO I searched "add receipt to transaction" and it gave me the following article.  I cannot locate a Receipts Tab option in QBO as it instructs me to do.  Is this for QBO or a different product?

 

Manage your receipts in the Receipts tab

Learn how to use the Receipts tab to enter, attach, and track your expense receipts.

After you select the Banking menu you’ll see the Receipts tab. This is where you can manage your expense receipts all in one place.

Step 1: Add receipts
  1. Go to the Banking menu and select the Receipts tab.
  2. Drag and drop receipts directly into QuickBooks Online, or select Browse to upload them. You can also email receipts to QuickBooks and they’ll show up here as well. You can use PDFs, images (jpeg, jpg, gif, or png), or info in an email.

Note: You can also use the QuickBooks Online app to scan receipts. However, they won’t show up in the Receipts tab. You’ll simply attach them to an existing transaction.

Step 2: Review, edit, or match receipts

Once your receipt is in QuickBooks, it will show up under For Review in the Receipts tab. From here you can select the row to have a side-by-side view of the receipt you sent and the data we extracted. You can also:

  • Select Review to edit the extracted information for the receipt. If there are multiple matches, selecting Review will allow you to choose the match you want.
  • Select Add if you want to create a new expense in QuickBooks with the receipt attached.
  • Select Match if you’re ready to match the entry with an existing record in QuickBooks. Note that if an imported banking transaction and a receipt are both in For Review, QuickBooks won’t suggest a match until you select Add for one of them.

Also, I have searched high and low for the Receipt Scanner in the Quickbooks app on iOS and cannot locate it.  Is there an article/video/post that shows step by step instructions on how to access this feature and then scan a receipt using the app?  Note: The video in the bottom of page https://quickbooks.intuit.com/features/receipts/ does not work. I get this error.

Capture.JPG

Level 1

Re: My banking menu is missing the receipts tab. How do I get the receipts tab to show up?

Hi Malcolm,

 

I found the instructions by clicking the help button and searching "add receipt to transaction" all while being logged into my QBO account.  The first answer provided was the following article.  If this is not applicable then why is it provided as an answer?  Is this not for QBO?

 

Manage your receipts in the Receipts tab

Learn how to use the Receipts tab to enter, attach, and track your expense receipts.

After you select the Banking menu you’ll see the Receipts tab. This is where you can manage your expense receipts all in one place.

Step 1: Add receipts
  1. Go to the Banking menu and select the Receipts tab.
  2. Drag and drop receipts directly into QuickBooks Online, or select Browse to upload them. You can also email receipts to QuickBooks and they’ll show up here as well. You can use PDFs, images (jpeg, jpg, gif, or png), or info in an email.

Note: You can also use the QuickBooks Online app to scan receipts. However, they won’t show up in the Receipts tab. You’ll simply attach them to an existing transaction.

Step 2: Review, edit, or match receipts

Once your receipt is in QuickBooks, it will show up under For Review in the Receipts tab. From here you can select the row to have a side-by-side view of the receipt you sent and the data we extracted. You can also:

  • Select Review to edit the extracted information for the receipt. If there are multiple matches, selecting Review will allow you to choose the match you want.
  • Select Add if you want to create a new expense in QuickBooks with the receipt attached.
  • Select Match if you’re ready to match the entry with an existing record in QuickBooks. Note that if an imported banking transaction and a receipt are both in For Review, QuickBooks won’t suggest a match until you select Add for one of them.

Learn more about reviewing bank transactions.

Optional: Add a class or location

If you have QuickBooks Online Plus or Advanced, you might use class and location tracking. For now, you’ll need to add or match the receipt first. Then, locate the record under Recent Transactions or in the Reviewed tab. Once you find it, add the class or location manually. Learn more about class and location tracking.

QuickBooks Team

Re: My banking menu is missing the receipts tab. How do I get the receipts tab to show up?

I've got information about the Receipts tab on the Banking page, succulentbar.

 

Currently, this is not available to all QuickBooks Online accounts, but eventually, it will. In the meantime, we suggest to use the Add attachment option as pointed out by JenoP.

 

Lastly, thanks for sharing your experience with us. I encourage you to keep on using this space to search for information about QuickBooks.

Level 10

Re: My banking menu is missing the receipts tab. How do I get the receipts tab to show up?


@succulentbar wrote:

Hi Malcolm,

 

If this is not applicable then why is it provided as an answer?  

 

 

Good question.

It looks like a new feature that has not yet been implemented.  They really should not activate the help article until it is. 

Anyhow it does look like a great feature.

Level 10

Re: My banking menu is missing the receipts tab. How do I get the receipts tab to show up?


@JessT wrote:

 

Currently, this is not available to all QuickBooks Online accounts, but eventually, it will.


Do you know when?

Level 2

Re: My banking menu is missing the receipts tab. How do I get the receipts tab to show up?

Please have the HELP article updated saying it's being rolled out...

QuickBooks Team

Re: My banking menu is missing the receipts tab. How do I get the receipts tab to show up?

Hello @jkscatena,

 

I recommend signing in to your QuickBooks Community account and open the Help article then vote No so you can enter your feedback. This way, our product developers can focus on in updating this link.

 

I also suggest you to visit QBO Blog to learn what are the new updates being rolled out by Intuit. 
 

If you have other concerns, please feel free to post in the Community. Have a great day!
 

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