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Atlantic2
Level 1

Receipt Management Problems

Recently upgraded to QB Desktop Pro Plus 2022 and was looking forward to using receipt management. Needless to say it's not working properly. After speaking and chatting with 3 different support reps and spending several hours trying to fix the problem, any receipts I've uploaded from a phone or tablet still do not appear on the desktop. I have tried using an iPhone 13, changed the photo settings to most compatible no luck. So I tried an Android phone and tablet and still no luck. I can view the uploaded receipts on my phone, they are there but they never appear in QB on my desktop. No errors or problems. I've did a clean install of QB on a standalone Server 2019 and nothing else installed but QB. I thought maybe it didn't like the OS, so I built a new Windows 11 Pro PC, installed QB 2022, still doesn't appear.

 

I can manually get them on the Desktop if I browse to upload or from Google Drive but that's not what I was looking for. Any ideas would be greatly appreciated.

 

Solved
Best answer April 13, 2022

Best Answers
MarsStephanieL
QuickBooks Team

Receipt Management Problems

Hi there, @Atlantic2. I appreciate taking your time and initiative to perform those troubleshooting steps to solve the issue in QuickBooks Desktop (QBDT).

 

I can share more workarounds you can perform to fix Receipt management issues. First, ensure that the user has an Intuit account associated with the company file. You can log in to your Intuit account and check if you have added the QBDT product.

 

If there's an error message, 'We’re unable to complete your request at this moment. Seems your Intuit account is not associated with a company file" ensure that the Company name is showing in QBDT or the bank account name in your Chart of Accounts has no special characters. If it is showing the opposite, here's what to do:

 

  1. Sign out of your Intuit account.
  2. From QBDT, select My company and add the company name details.
  3. Delete any special characters in the Bank account name in the Chart of accounts.
  4. Sign in to your Intuit account and try to upload your receipts again.

 

If the issue persists or the scenario stated above isn't relatable, I recommend contacting our Customer Care Team. They can verify your account and check further if they need to open an investigation.

 

While waiting for the fix, you can manually upload the receipts in QBDT via computer. For more details about the process, you can check out this article: Upload receipts to QuickBooks Desktop Pro Plus, Premier Plus or Enterprise. It contains steps and other ways how to bring the receipts to QBDT.
 

I'll be around if you have other concerns about any QBDT processes. I'm here to help. Take care always.

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16 Comments 16
MarsStephanieL
QuickBooks Team

Receipt Management Problems

Hi there, @Atlantic2. I appreciate taking your time and initiative to perform those troubleshooting steps to solve the issue in QuickBooks Desktop (QBDT).

 

I can share more workarounds you can perform to fix Receipt management issues. First, ensure that the user has an Intuit account associated with the company file. You can log in to your Intuit account and check if you have added the QBDT product.

 

If there's an error message, 'We’re unable to complete your request at this moment. Seems your Intuit account is not associated with a company file" ensure that the Company name is showing in QBDT or the bank account name in your Chart of Accounts has no special characters. If it is showing the opposite, here's what to do:

 

  1. Sign out of your Intuit account.
  2. From QBDT, select My company and add the company name details.
  3. Delete any special characters in the Bank account name in the Chart of accounts.
  4. Sign in to your Intuit account and try to upload your receipts again.

 

If the issue persists or the scenario stated above isn't relatable, I recommend contacting our Customer Care Team. They can verify your account and check further if they need to open an investigation.

 

While waiting for the fix, you can manually upload the receipts in QBDT via computer. For more details about the process, you can check out this article: Upload receipts to QuickBooks Desktop Pro Plus, Premier Plus or Enterprise. It contains steps and other ways how to bring the receipts to QBDT.
 

I'll be around if you have other concerns about any QBDT processes. I'm here to help. Take care always.

Atlantic2
Level 1

Receipt Management Problems

The problem is with my email address being associated multiple QB accounts. Neither level 1 or 2 support can correct the problem so they have escalated it to the next level. Being a long time Intuit user has its pros and cons.

Vikki8
Level 1

Receipt Management Problems

Any updates on your issue? Our Qb's knocks us out of Qb's when we select Receipt Management. 

Vikki8
Level 1

Receipt Management Problems

Any updates on your issue? WE get knocked off QB's when we select Receipt Management.

Carneil_C
QuickBooks Team

Receipt Management Problems

Thank you for chiming in this thread and sharing your concern, @Vikki8

 

Usually, these unexpected behaviors are caused by software, data, system, and computer issues while opening or working on your QBDT. I’ve got here some troubleshooting steps to help you sort out this issue selecting receipt management. 

 

Beforehand, let’s ensure we always have our QuickBooks Desktop to the latest release to keep your software up-to-date. This way, we can prevent unusual behavior to occur. This tool fixes common errors in your QBDT

 

Then, I recommend running the QuickBooks Tool Hub. I’ll guide you on how: 

 

  1. Close your QuickBooks.
  2. Download our QuickBooks Tool Hub
  3. Open the file you downloaded (QuickBooksToolHub.exe).
  4. Follow the on-screen steps to install.
  5. When the install finishes, open the tool hub on your Windows desktop.
  6. Select Program Problems.
  7. Click Quick Fix my Program.
  8. Start QuickBooks Desktop and open your data file.

 

Just in case you're still getting the same issue, I’d recommend following the next steps in this article here: QuickBooks Desktop won't start or won't open

 

Also, feel free to check out this guide here to resolve issues when getting an error or not when opening QBDT: Fix issues when QuickBooks has stopped working

 

If the issue persists after trying out the steps above, I suggest reaching out to our QuickBooks Desktop Support. They'll be able to do further investigation about this concern. 

 

You can always reply or reach out to us again if you need further assistance in fixing errors with your QBDT. I'll get back here as soon as I can to help you again. Thanks for dropping by and stay safe. 

KristinaCross
Level 1

Receipt Management Problems

I'm not sure if you found the solution yet so I wanted to send a quick update since your query is so recent.  I've spent hours trying to figure out why my program kept crashing when I clicked on Receipt Management or Upload Bills for Review.  It is directly related to the User ID.  I tried changing the email address I have associated with another intuit account with another email and that did not fix the problem.  I came across another post that suggested resetting the user ID.  This worked!!  I am using the Quickbooks 22 Desktop Enterprise version.  I logged into my Intuit account through the Quickbooks web interface and I changed my User ID to a random ID.  I then "Signed Out" of Intuit and closed the web interface.  I clicked on Receipt Management, and, to my extreme relief, it worked!! I'm in!! :)  I hope this helps you or someone else experiencing the same issue.

kmm1788
Level 1

Receipt Management Problems

When you logged into QB web interface and changed your user name, then signed out. Did you have to use that username with you signed back into QB? I get lost on the part where you signed out of Intuit, closed the browser, then you QB just started working again? I need to troubleshoot the same problem, but do not understand the last few steps you mentioned. Thanks in advance!

AileneA
QuickBooks Team

Receipt Management Problems

Hello, kmm1788. 

 

I'll barge in and help you log in to your Intuit account. Yes, you'll need to use the same credentials when you log in to the Intuit account. This way, we can ensure you're able to open the Receipt Management.

  

Once done, follow the steps below to upload your receipts: 

 

  1. Go to the Vendor menu, then select Receipt Management.
  2. Choose the Intuit Account you use for the company file.
    1. Note: If you don’t have permission to access the company file or your account isn’t associated with one, here’s what to do.
  3. Drag and drop your receipts into QuickBooks or select browse to upload, then select your receipts.

 

I've also added these articles on how to review, edit, and match them in the Receipt Management window:

 

 

Let me know if you have other questions or how these steps work. I'll be glad to help you through it. Take care and stay safe!

rmctu1
Level 1

Receipt Management Problems

Receipt management is a broken attempt to compete with Bill.com and other services based on my short 4 months of experience attempting to use this function after upgrading to Quickbooks Enterprise Diamond 2022.  In fact, most of the new features in Enterprise 2022 are unknown to the support staff any further than the knowledgebase that we all have access to.  It is so unfortunate that Intuit has been unable to provide more robust support information to their own support staff.  In fact, there isn't even a higher level support to help with more complex issues.  Sad, sad, sad situation at Intuit with respect to this latest product release and their support infrastructure.

 

Please - someone from Quickbooks tell me I'm wrong!  I don't think you'll be able to after the over 200 hours I've spent with QB support over the last 4 months.  Please tell me how to get this message to upper management at Intuit!

 

ReymondO
QuickBooks Team

Receipt Management Problems

Thanks for joining the thread and sharing your experience with us, @rmctu1.

 

I definitely understand how it can be frustrating to upgrade a product and have it not work the way you think it should be. I'll take note of your experience and pass it to our higher management team. That way, they can review your recent interactions and improve our service. 

 

You can also share the issue you're getting with the receipt management feature. Mainly, this feature can only be used for purchase receipts and actual expense transactions. Any additional info would be much appreciated. 

 

To prevent unusual behavior with the product, let's ensure QuickBooks Desktop is updated to its latest release. In case you've encountered any error messages while working with the program, here's a quick fix you can run to the problem

 

You've already mentioned that you reached out to us multiple times, although I'd still recommend giving us another call. That way, our customer representative can review your latest interactions and provide you with another solution. Here's how to connect with our QuickBooks Desktop Customer Support:

 

  1. Go to the Help icon and select QuickBooks Desktop Help.
  2. Click Contact Us.
  3. Write your concerns in the description box, then select Continue.
  4. Select which one of the support options you'd like to use.

 

Moreover, you can check out these articles to know more about the latest features available in QBDT 2022:

 

 

I'll be around if you need further assistance with any QuickBooks-related tasks. Take care always!

Jeanineg
Level 1

Receipt Management Problems

I am having this issue and am also not understanding your process.  What is the Quickbooks web interface?  Where do I log in to that to change my ID?  Also, when you re-open QB and got receipt management to work properly, did you keep the new ID or go back and change it back to the original ID.

mary46
Level 3

Receipt Management Problems

I am also having the same issues with receipt management crashing.  I am also using Enterprise, but 21.0, how do you "log into your intuit account from the Quickbooks web interface?"  Could you give step by step instructions?  Thank you!

JenoP
Moderator

Receipt Management Problems

Thanks for joining us here, mary46.

 

One possible reason why an uploaded receipt won't show in QuickBooks if no or different Intuit account is logged in the company file. 

 

I'll share with you the steps on how you can log in to your account in the QuickBooks web interface. Here's how:

 

  1. Go to the Company menu and select My Company
  2. Click Manage Your Account in the upper-right hand corner. 
  3. It will ask you to log in to your account. If you're already logged in by with an incorrect name, click on it and select Log out.
  4. Log back into your Intuit account. 

 

 

Please note that only need to make sure the right Intuit account is logged in the company file. You don't have to change it if it's the same account that's used when the receipts are uploaded.  

 

Once done, check if the feature is already working fine. If it's still crashing use the QuickBooks Tool Hub. This will resolve common program and data issues that might have caused QuickBooks to crash down while working on it. Here's how:

 

  1. Close QuickBooks and download the most recent version (1.5.0.0) of the QuickBooks Tool Hub
  2. Open the file you downloaded (QuickBooksToolHub.exe). You can look it up in your Downloads folder or in the location you selected when you downloaded it. 
  3. Follow the on-screen steps to install and agree to the terms and conditions.
  4. Once done, double-click the icon on your Windows desktop to open the tool hub.
  5.  Once opened, look for Program Problems, then select Quick Fix my Program.
  6. Start QuickBooks Desktop and open your data file.

 

tool hub.PNG

 

Here's an article for more details: Fix Common Problems and Errors With the QuickBooks Desktop Tool Hub.

 

Please keep us posted if the steps helped you upload and review the receipts. You can also reply back to me if you need anything else.

mary46
Level 3

Receipt Management Problems

Thank you!  We figured out how to change the UserID?  The Admin is the one having the crashing issues.  I am a user and have no issues.  She is reluctant to change her UserID.  Any other suggestions?  Is the UserID really the issue?

AileneA
QuickBooks Team

Receipt Management Problems

Hello, mary46. 

 

Only the admin role can change the User ID. Or you can let the admin transfer the role to access her account, and from there, you can change her User ID.  

 

For more details about user roles, please see this article: Create and manage users and roles in QuickBooks Desktop Enterprise.

 

Also, the admin can reach out to our Technical support team to help her accessing her account. Since our Technical team have the tools to pull up the account, and help her modifying the User ID. 

 

Here's how to connect with our QuickBooks Desktop Customer Support:

 

  1. Go to the Help icon and select QuickBooks Desktop Help.
  2. Click Contact Us.
  3. Write your concerns in the description box, then select Continue.
  4. Select which one of the support options you'd like to use.

  

I'll be adding this link here in case you need help with other QuickBooks-related tasks: View all help articles with QuickBooks Desktop

 

Drop me a comment below if you have any other concerns or questions. We're always here to assist you.

mary46
Level 3

Receipt Management Problems

It isn't that we don't know how, it is she doesn't want to.  Is that the only solution?  Have others tried this and it worked for them too?

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