Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
I'm new to QBO and accounting. My boss uses his iphone to scan in receipts. When he gets to the banking info (checking account or credit card used) they pop up for him. When I scan receipts, the checking account and credit card info is missing. My boss as administrator, tried to make changes so I could scan receipts for him, but to no avail. Can you help???
Hi there, woodmoon.
I'm here to make sure you'll be able to scan receipts in QuickBooks Online App.
You can let your master administrator to remove then re-add as a user to check if the profile access has the problem.
Here's how:
For detailed steps about deleting and adding invites to users in QuickBooks Online, please click this article: Add, delete, or change user access.
To give you more insights about managing the user access and on what to do if they haven't received the invitation, please scan through these references:
• Learn how to add, manage, or delete user profiles
I've also added some articles about using scan receipts in QuickBooks Online:
Keep me posted on how this works. I'll be here to keep an eye on your reply and will surely help you through it. You take care!
My boss (administrator) deleted me as a user and readded me. I deleted my online app and accepted the new invitation from my boss. I can take a photo of the receipt, but I still cannot access the checking account and credit card accounts. This help suggestion did not work. I sure hope you can help us out on this!!! I'll wait to hear from you!
Thanks for coming back, woodmoon.
I appreciate you for performing the steps provided by my colleague. If the Administrator set up you in a Limited access right setting, the option to view the bank register is unavailable. This is applicable for both Customers and Vendors access types. See the screenshot below for your reference:
You can request your Administrator to change the access type to All to view the register in QuickBooks Online (QBO). Here's how:
Here's an article you can refer to for more details about adding and managing users in QBO. Just in case you'll need to reconcile your accounts, follow the steps and details in the Reconcile an account in QuickBooks Online article so they always match your bank and credit card statements.
Feel free to visit our Banking page for more insight about managing your bank feeds and reconciling accounts
If you need to take care of other things in QuickBooks, I'm with you every step of the way. Just leave a comment below and I'll get back to you. Take care always.
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here