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sonofacarpenterllc
Level 2

Transaction Creation Failed in Receipt Management

I use QB Desktop Pro Plus 2022. I have been utilizing the Receipt Management feature and sometimes it works, sometimes it does not. This is what happens when it does not work. I go to Receipt Management, click one of the transactions to Review and then fill out all of the Receipt Details. Once I hit "Save & add to register" it gives me the error "Transaction creation failed We were unable to create the transaction. Please try again." Please advise as there seems to be no rhyme or reason for when it decides to fail or not.

Solved
Best answer April 19, 2022

Best Answers
sonofacarpenterllc
Level 2

Transaction Creation Failed in Receipt Management

Through trial and error I found that if we don’t add any special characters then it works every time! The only special character we will use is a period but no $ , & / etc. wish they would fix that or say outright not to use those! It would have saved me so much time and frustration. 

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13 Comments 13
ShiellaGraceA
QuickBooks Team

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.

kberryman23
Level 1

Transaction Creation Failed in Receipt Management

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

kberryman23
Level 1

Transaction Creation Failed in Receipt Management

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

ZackE
Moderator

Transaction Creation Failed in Receipt Management

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!

sonofacarpenterllc
Level 2

Transaction Creation Failed in Receipt Management

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. 

Amy CQ
Level 1

Transaction Creation Failed in Receipt Management

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

sonofacarpenterllc
Level 2

Transaction Creation Failed in Receipt Management

Through trial and error I found that if we don’t add any special characters then it works every time! The only special character we will use is a period but no $ , & / etc. wish they would fix that or say outright not to use those! It would have saved me so much time and frustration. 

JoesemM
Moderator

Transaction Creation Failed in Receipt Management

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:

 

 

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

Naweofhim2
Level 1

Transaction Creation Failed in Receipt Management

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.

britt_books_nerd
Level 1

Transaction Creation Failed in Receipt Management

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  

 

debblacker
Level 1

Transaction Creation Failed in Receipt Management

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.

ZackE
Moderator

Transaction Creation Failed in Receipt Management

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!

clncrpt
Level 1

Transaction Creation Failed in Receipt Management

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]

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