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What is the step by step process to add a receipt to a bank transaction in the banking tab? I'm using Quickbooks Accounting App Version 18.12.2.

I've clicked every option within the app and there is no clear area to add a receipt.
3 Comments
QuickBooks Team

Re: What is the step by step process to add a receipt to a bank transaction in the banking tab? I...

I'll give you the steps to attach the receipts based on the QBO app you're using, succulentbar.

 

If you're using the mobile app, you can take a photo of those receipts and add them to your transactions. Please take note that you can't add the receipt directly on the Banking tab. You'd have to add it to your Attachments list first before you can use it on the transactions.

 

Here's how:

  1. Click the three horizontal lines icon on the upper left-hand corner.
  2. Select Notes and Attachments.
  3. Click the Plus icon in the upper right-hand corner.
  4. Click the paperclip icon in the upper right-hand corner.
  5. Select Camera to take a photo, or Files to choose from your camera roll.
  6. Click the arrow in the far right of the Assign To: section if you want to assign the receipt to someone
  7. Click Done.

If you're using the QBO Desktop app, please refer to this article for the steps: Attachments in QuickBooks Online.

 

I'll be around if you need anything else. Thanks for dropping by.

Not applicable

Re: What is the step by step process to add a receipt to a bank transaction in the banking tab? I...

Hi Sophia,

 

Thank you for your response.  The process you describe using the iOS app only uploads a receipt as an attachment to the attachment list using my iPhone.  Once the receipt is in my attachment list what is the step by step process to get the receipt from my attachment list and attach it to a specific banking transaction?  See attachment for example of where I want the receipt to land.

QuickBooks Team

Re: What is the step by step process to add a receipt to a bank transaction in the banking tab? I...

I'd like to provide you know what I know about attaching receipts using the mobile app, Succulentbar.

 

For now, you're unable to attach any files to a specific bank transaction using the app. You can only do this when you're using QuickBooks Online through the web.

 

You can share this idea with our engineers so it will be considered on our future updates. Here's how to send feedback:

  1. Click the Three horizontal lines icon.
  2. Go to Help & Feedback.
  3. Choose App Feedback.

We'd be happy to hear from you soon. Have a good one! 

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