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Hello,
I need some help with the new receipts feature.
So I use the app to snap my receipts and then go into quickbooks online and the banking tab to review transactions/expenses, after I've reviewed/accepted them then that I go and match the receipts to the transactions/expenses.
Some of the receipts automatically match and other don't. My issue is with the ones that don't match because if I fill out the receipt info (date, tax, supplier, etc) manually and then add it, it adds a whole new transaction to quickbooks, when I don't want it to do that! I only want to match it to the transaction that's on my bank feed and in the banking tab (that I've reviewed).
This is also a major issue if I have a bill that was paid over a few days but I only have the receipt for the whole bill because I can't match a receipt to multiple transactions.
Is there anyway to go around this?
Hello border2border,
When using the Receipts feature in QuickBooks Online, the image should only contain a single receipt or bill. Matching a lump receipt (single image) to multiple bills is not yet possible. This is where your issue is coming from.
To get around with this, I'd recommend entering and paying the bills manually. From there, you can match the bill payment to the bank transactions that reflects in the Banking (For Review) page.
Then, you can delete the image from the Receipt tab.
I'd also recommend sending feedback about the feature so we can improve it to suit your business needs.
We'll be right here if you need anything else.
Ok thank you that answers half of my question but what about when it just won't match a single transaction.
I currently have one that I'm having trouble with thats an expenses of $59 and I review and accept the transaction but then in the receipts tab the receipt I've uploaded won't match to the transaction and if I fill out the receipt info manually and add it, it adds another $59 to my books which then puts it all out of whack when it comes to reconciling etc.
How do I match receipts to transactions/expenses when it wont automatically match them?
I have the same exact issue. I have numerous receipts that have been captured and show the correct information for the transaction that has posted to Quickbooks and has been accepted, but the receipt won't show a "match" option.
Hi Olafandmaggie,
If you're trying to match a single receipt, we can use the Find match option to see the matching entries.
Let me guide you with these steps:
If you're trying to match a single receipt to multiple bills, this option isn't available. As a workaround, we can enter and pay the bills manually. From there, you can match the bill payment.
Afterward, we can delete the image on the Receipt tab.
In case you have mismatched transactions and want to undo to correct them, follow the steps listed in this article: Unmatch or move bank transactions after reviewing them.
If you have other questions in mind, share them in the comments below. I'll get back to you as soon as I can.
Obviously, we have clicked the find match and all that. It doesn't have a "snapped receipts" option in the filter, so even when you select "All", it still doesn't pull the snapped receipts. So a massive pain to edit all the receipts data trying to get it to match. This feature is supposed to cut down the work, not create more. This feature simply isn't working as intended. Manually attaching the jpeg or pdf file is cumbersome, but at least it works every time.
QBO seems to do everything we don't want it to do, " to be helpful", but won't allow us to do commonsense actions like match an expense created with a receipt to the bank feed item. ( Receipt-backup is not something to delete, can't believe that was advised).
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