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MaryG0
Level 2

Receipts

My bank account is connected to quickbooks online. Do I still need to upload receipts for purchases that came out of the bank account or do I only upload the receipts for purchases that were paid cash?

Solved
Best answer March 09, 2023

Best Answers
Carneil_C
QuickBooks Team

Receipts

Hello there, @MaryG0

 

I'd be delighted to address your concern about uploading receipts in QuickBooks Online. 

 

Although you can either upload receipts for purchases from the bank account or receipts for purchases paid in cash, we don't recommend doing them at the same time. Thus, it can cause duplicates in your transactions.

 

There are several ways to add receipts. You can refer to this article and follow whichever procedure you prefer: Upload your receipts to QuickBooks Online

 

Also, you can see these handy resources to help you organize your transactions in QBO: 

 

 

I'll gladly help you with any other questions about receipts or QBO-related tasks. Have a good day, and keep safe always. 

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5 Comments 5
Carneil_C
QuickBooks Team

Receipts

Hello there, @MaryG0

 

I'd be delighted to address your concern about uploading receipts in QuickBooks Online. 

 

Although you can either upload receipts for purchases from the bank account or receipts for purchases paid in cash, we don't recommend doing them at the same time. Thus, it can cause duplicates in your transactions.

 

There are several ways to add receipts. You can refer to this article and follow whichever procedure you prefer: Upload your receipts to QuickBooks Online

 

Also, you can see these handy resources to help you organize your transactions in QBO: 

 

 

I'll gladly help you with any other questions about receipts or QBO-related tasks. Have a good day, and keep safe always. 

MaryG0
Level 2

Receipts

Thank you!!!

SirielJeaB
QuickBooks Team

Receipts

You're always welcome, @MaryG0.

 

I'm delighted that my colleague, CArneil_C, was able to provide a solution for uploading receipts in QuickBooks Online.

 

If there is anything else you need help with any QuickBooks-related concerns, don't hesitate to drop by again. The Community is always looking forward to helping you. Have a successful year!

WHAH
Level 1

Receipts

I would like to upload all receipts into QBO even those that have been paid directly from the bank and already appear in the transactions of the Banking section. I want to do this as a way of filing all my invoices electronically and I am using QBO as a software to 'read' my invoices, so after I have uploaded them into the receipts tab under banking I would like to export that to Excel. I don't see an option for doing that at all. I have attached a screenshot of the info I would like to export to Excel.

I would be very grateful for any advice or suggestions you can give me.

Thank you

jenop2
QuickBooks Team

Receipts

Allow me to help with your questions about managing receipts, WHAH.

 

QuickBooks will look for transactions that have the same amount when you email or upload receipts. Follow these steps on how to match a receipt to a bill in your account:

 

  1. Go to the Banking menu and proceed to the Receipts tab.
  2. Under for the For review tab, look for the uploaded or emailed receipt. Then, select Match to connect your receipt to the transaction right away.
  3. Review the potential match.
  4. Select Match to connect the receipt to your existing transaction.

 

 

However, the option to export all receipts to Excel is unavailable. Although, all files will be saved in the QBO Attachments section and can be exported as PDF documents. Here's how:

 

  1. Go to the Gear icon and select Attachments.
  2. Select all receipts that you want to export.
  3. Click the drop-down list beside Batch actions, then select Export

 

Let me share this article for more details about this feature: Add or Delete Attachments in QuickBooks Online.


I'd also suggest sending feedback about being able to export receipts to Excel. All customer suggestions are collected and will reviewed when new updates are designed. Here's an article for more details: How Do I Submit Feedback?.

 

Just in case you need more information, feel free to check out these online banking-related articles:

 


Feel free to reply to me or ask more questions if you need anything else. We're always here to help.

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