Transaction Creation Failed in Receipt Management

Appreciate the info, @sonofacarpenterllc.

Currently, we have a reporting case about the Receipt Management not working. Rest assured, our product engineers are diligently working for a fix.

To ensure you'll get notified of the resolution status, please contact our Customer Care Support. This way, you'll be added to the list of affected users and will get an email when more information becomes available.

Here's how to reach out:

1. Go to Help.
2. Choose QuickBooks Desktop Help.
3. Scroll down and tap Contact Us.
4. Give a brief description of the issue, then select Continue.
5. Click either Chat with us or Have us call you.

In case you need help with other tasks in QuickBooks Desktop (QBDT), feel free to browse this link: View all help for QBDT.

Drop a reply anytime if you still have questions or concerns with receipts. I'm always here to help. Take care and have a good one.

I have this same problem.  Has there been any resolution from the product engineers?

I am having this same problem.  Any resolution from the product engineers?

Thanks for becoming part of the Community, kberryman23.
 

I've reviewed our ongoing/solved investigations and can confirm there's currently no subscribers reporting a "Transaction creation failed: We were unable to create the transaction. Please try again." error message when selecting Save & add to register.
 

Since you're receiving this notification in your Receipt Management area, I'd recommend using the Verify Data utility to see if anything needs to be rebuilt.
 

Here's how:

1. Choose Window, then Close All.
2. In your top menu bar, go to File.
3. Click Utilities.
4. Select Verify Data.

After verification's complete, you'll see one of a few possible messages. I've listed each of them and their meanings:

• "QuickBooks detected no problems with your data," - No action is required.
• "Your data has lost integrity," - This indicates that there's data damage in your company file. You'll want to perform a rebuild to correct the problem.
• An error message could display. If so, there might be an article about it. Try searching Intuit's QuickBooks Desktop support site for specific instructions.

If the Verify/Rebuild Data features didn't solve your error, you'll want to get in touch with our Customer Care team so they can conduct further research:

1. In the top menu bar, go to Help, then QuickBooks Desktop Help.
   
2. Click Contact Us.
   
3. Enter a brief description of your issue in our Ask a question (or tell us what's wrong) field.
   
4. Hit Continue.
   
5. Select We’ll contact you for callbacks or Message Us to start an instant messaging session.

Be sure to review their support hours so you'll know when agents are available.

Please don't hesitate to send a reply if there's any questions. Have a lovely day!

I am still waiting a response to see when they are going to have this issue solved. I went ahead and tried the verify data method you just suggested and there were not any issues. It's gotten to the point where I cannot Review and Add any of the receipts that have been scanned in. This is very frustrating.. I have called in about this more than once and have been told that QB is aware of the issue and they are working to resolve it. Well, nothing has been resolved and it's been weeks unfortunately. 

I have the same issue with QB Desktop Enterprise Silver.  Verify and Rebuild was no help.  So frustrating!

I just want to let know that your suggestions are important to us, @sonofacarpenterllc.

First of all, I appreciate you for trying some steps and sharing information on how to get this resolved.

I value you for sending product suggestions to our Developers. That said, I'd suggest sending feedback to our Developer Team. They're constantly looking for great ideas from users, like yourself, when deciding how to enhance QuickBooks. 

To send feedback in QuickBooks Desktop (QBDT), Here's how:

1. Go to the Help menu at the top.
2. Select Send Feedback Online.
3. Click Product Suggestion.
4. Choose a feedback type and product area on the QuickBooks Feedback window. 
5. Enter your suggestion or feedback, name, and email address (optional).
6. Once done, click on the Send Feedback button.

To be updated with our latest news and updates, including product improvements, I encourage you to visit the What's New section on your QBDT account or open this link to view our product update blogs.

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

• Upload receipts to QuickBooks Desktop Pro Plus, Premier Plus, or Enterprise
• QuickBooks Document Center FAQs and common issues.

Please keep in touch if there's anything else I can do to help you succeed with QuickBooks. I've got your back, @sonofacarpenterllc.

Were you able to resolve your problem? I just downloaded the Premier Pro 2022 and it's a hit and miss. Some receipts will work, some will not. No rhyme or reason, just random.

I HAVE A SOLUTION

I have figured out a work around to this! I have no idea why this error shows up, but this seems to be a good fix. 

When you have the receipt pulled up for review, use the snipping tool and create a snip-it of the receipt. Save as a JPEG. Now use the upload by file option (it's a cloud) and upload the JPEG. Fill out like normal and save to register. Delete the old receipt that doesn't work.

Hope this helps!! It's so annoying that we spend all this money on this software only for it NOT to work  

Has anyone ever been able to locate where the files are stored on the computer unit you record them.  Some of my receipts get the "transaction creation fail" message and if I could find them, I'd just manually attach them.

Thanks for getting involved with this thread, debblacker.
 

Some users have mentioned workarounds that worked for them. In sonofacarpenterllc's post, they mention finding that having no special characters in their receipts gets them to work every time.

There's also britt_books_nerd's post, where they explain you can use a snipping tool to snip a copy of the receipt while reviewing it, then save the screenshot as an image file and upload it into your books.

I'd recommend considering these two solutions, as there isn't a specific folder that receipts are stored in outside of QuickBooks.

You'll also be able to find many detailed resources about using QuickBooks in our help article archives.

I'll be here to help if there's any additional questions. Have a great Monday!

I am getting the "Transaction Creation Failed" message as well as "Receipt attachment failed" when trying to attach a receipt to a transaction.  Yet, when I go to that specific transaction in the ledger, the receipt has indeed  been attached!  So, it's double work! Can you tell me what I need to do? I have updated QB and refreshed it several times, but to no avail.

Alice Asunsolo, Bookkeeper

[email address removed]

I'm using Enterprise 2024 and would like to use this feature for charges by those outside of the accounting team for charges on the company card. We gave access to one outside person; they submitted a Target receipt which I can see & review in Receipt Management. 

1st attempt: update/correct the bank card, enter the account, update the vendor (QB doesn't recognize that "Target" and "target" are the same vendor). Result: "Transaction creation failed. We were unable to create the transaction. Please try again."

2nd attempt: update/correct the bank card, enter the account, update the vendor (QB doesn't recognize that "Target" and "target" are the same vendor), delete from memo anything odd (' / - $). Result: "Transaction creation failed. We were unable to create the transaction. Please try again." 

3rd attempt: enter the transaction in QB as a credit card charge. Update/correct the bank card, enter the account, update the vendor (QB doesn't recognize that "Target" and "target" are the same vendor), delete from memo anything odd (' / - $). Result: "No matches found. No match was found for the receipt. Please create a transaction and attach the receipt to it."

What is the problem? If it has something to do with my access in QB Desktop or is it something else? 

Guidance please.

Hi there.

I know how important uploading your receipts using the Receipt Management feature without being intercepted by prompts or errors. And I appreciate you sharing the steps you took to resolve this and upload your receipts. That said, allow me to share some insights about this.

One possible reason you received a "Transaction creation failed. We were unable to create the transaction. Please try again." error message could be due to the Account you selected for this transaction. With this, you'll want to check if it is correct. You may refer to the image below:
 

However, if you still receive the same error message even after choosing the correct one, this could be due to something else. 

Currently, we've received similar cases where they can't import their receipt into the Receipt Management page due to failed, no match, or pending errors. Thus, our Product engineers launched an investigation and collected more information from the affected users to find the cause and a probable resolution to fix this issue. 

In the meantime, I recommend contacting our Customer Live Support team, so you'll be listed as an affected user. This way, you can also receive updates once a solution is available. I'll write down the steps to reach our expert: 

1. Go to the Help menu and select Contact Us.
2. Click the Contact Us button below.
3. Enter a brief description of your concern, then hit Continue.
4. Sign in to your Intuit account, tick Continue, then Continue with my account.
5. Enter your single-use code and tap Continue.
6. Pick whether you want to chat with us or Have us call you.

Moreover, I've added these resources that might come in handy in accessing and managing different reports in the program:

• Reports in QuickBooks Desktop.
• Customize reports in QuickBooks Desktop.

I'm here anytime if you need further assistance in uploading your receipts and other concerns about performing QuickBooks-related tasks.  

I tried multiple accounts (both bank/card & Account*) & should have added that to my response. 

I will contact our Customer Live Support team and hope that they will be of some assistance.