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Trying to figure out this Receipt Management feature. When I sign into the QB Expense app to scan a receipt it shows the company name as "Automatically Generated". Where/how do I change this? In the end we will have two companies in this list.
Thank you
Hi jimbofoxman,
To isolate this unexpected behavior, let's try running the Verify/Rebuild Utility tool. This will help us identify the common data issues within your company file. Here's how:
To Rebuild Data:
Once finished, you'd want to restart your device to ensure that all components are updated.
I've also added this article for more information about receipt management: Upload receipts to QuickBooks Desktop.
I'll be around if there's anything that I can help. Take care!
Like job supplies. I need to file my receipts under the supplies that I purchase,
also how do I add the receipt purchase to the job being done.
IE: ER 1-274-7 job supplies
Thank you for your time, I have been at this for more then two hours, everyone has a video.
Hello, HeinEnterprises.
I can share some details on how to add your receipts to QuickBooks Desktop.
When adding receipts to your QBDT, we can use the Receipt Management feature. This will pull the information from the receipt, and match it with an existing transaction, then you can review and approve the match.
Upload receipts from QuickBooks Desktop:
Here’s how to upload PDFs or images of your receipt in QuickBooks Desktop. Keep in mind that if you’re using PDFs, you can only have one receipt per page.
Note: Make sure to not upload any sensitive information like credit card numbers, social security numbers, or health information.
Feel free to read this to know more information on how you can manage and upload receipts in QBDT: Upload receipts to QuickBooks Desktop Pro Plus, Premier Plus or Enterprise.
Let me know how this goes. I appreciate any details you can add. If you have any other concerns in uploading receipts in QBDT, please don't hesitate to post again here. I'm just around the corner and willing to lend you a hand. Have a good one and take care.
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