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GF2020
Level 2

How do I find out which expenses do not have a receipt associated with them? (New QBO user)

Hello,

 

I'm new to QBO and QB in general. I just started a new job and need to figure out the best way to get things done in QBO (matching bank transactions to expenses that are already in QBO, attaching receipts to expenses, reconciling).

 

My manager wants every expense in QBO to have a receipt attached to it. I'm having a hard time finding receipts that I know are in QBO and verifying that they have been attached to an expense. I see transactions in the bank register that are marked "C" and have the icon stating that the transaction was "Manually added from bank feeds". It seems to me that I should be able to see the associated receipts at that point, but apparently that's not how QBO works. I need to be able to tell which expenses have a receipt associated with them so I can ask my manager to upload the missing receipts. As it stands, I have no idea which expenses have receipts.

 

What is the best (most intuitive) way to get these very basic things done? I have several months of reconciliations to do, and to me, QBO is clear as mud.

 

Help!

 

Thanks in advance.

Solved
Best answer November 03, 2020

Best Answers
AlexV
QuickBooks Team

How do I find out which expenses do not have a receipt associated with them? (New QBO user)

Good day, GF2020.

 

Let me show you how to check if the expense transactions have attachments or not. Please follow these steps:

  1. Go to the Accounting tab and select Chart of Accounts.
  2. Locate the account and click View register.
  3. Click the small gear icon and tick the Attachments box.

Once done, you'll see a newly added column with a paper clip icon. The number on the said column represents the total number of attachments.

 

Select the transactions and you'll see all the attached receipts. You can click the hyperlink to see its preview. attachements.PNG

 

I added these links for your reference regarding reconciliations.

I'll be here if you need more help. Stay safe!

View solution in original post

7 Comments 7
AlexV
QuickBooks Team

How do I find out which expenses do not have a receipt associated with them? (New QBO user)

Good day, GF2020.

 

Let me show you how to check if the expense transactions have attachments or not. Please follow these steps:

  1. Go to the Accounting tab and select Chart of Accounts.
  2. Locate the account and click View register.
  3. Click the small gear icon and tick the Attachments box.

Once done, you'll see a newly added column with a paper clip icon. The number on the said column represents the total number of attachments.

 

Select the transactions and you'll see all the attached receipts. You can click the hyperlink to see its preview. attachements.PNG

 

I added these links for your reference regarding reconciliations.

I'll be here if you need more help. Stay safe!

View solution in original post

GF2020
Level 2

How do I find out which expenses do not have a receipt associated with them? (New QBO user)

Thanks, AlexV! I'm not sure I would have found that any time soon. The "help" window never mentioned anything helpful to my situation. I guess I didn't ask the question in just the right way.

 

I'm sure I'll have other questions soon, but thanks for getting me over that hurdle.

 

AlexV
QuickBooks Team

How do I find out which expenses do not have a receipt associated with them? (New QBO user)

Hi there, GF2020.

 

I'm so glad I was able to assist you. 

 

Please don't hesitate to post again here if you need anything else. Stay safe!

user15770
Level 1

How do I find out which expenses do not have a receipt associated with them? (New QBO user)

Please can you help me to figure out how to attach the receipt to the transaction?

 

Then I want to be able to see what has and hasn't got a transaction...based on your feed above I can do this second bit but struggling with the first bit!

 

thanks

MariaSoledadG
QuickBooks Team

How do I find out which expenses do not have a receipt associated with them? (New QBO user)

Let me guide you on how you can attach a receipt to your transaction, user15770.

 

If you're trying to attach attachments to the forms, you can click the attachment button and select the file that you'd like to attach. I've added a screenshot for your visual guide:

 

Once done, the file will be attached to the transaction. 

 

However, if you're referring to capturing receipt, you can install the QuickBooks Online mobile app for iOS and Android to capture and upload the receipt and bill images from your phone. Please read this article for more information: Capture and categorize expense receipts and bills in QuickBooks Online.

 

In addition, QuickBooks Online has different kinds of reports that will show the information you need. You can visit this article for more information: Run reports in QuickBooks Online.

 

Feel free to let us know if you need further assistance with attaching receipts. Remember, we're here to keep everything run smoothly. 

AlexMcG
Level 1

How do I find out which expenses do not have a receipt associated with them? (New QBO user)

I am trying to follow your instructions 1.2.3 and I get into one of the expense accounts and it shows a Report headed QuickReport. The gear icon does not reveal any option to show an attachments column

JessT
QuickBooks Team

How do I find out which expenses do not have a receipt associated with them? (New QBO user)

Hi AlexMcG,

 

Yes, you can't find the Attachment column in expense accounts. It is only available to Balance Sheet accounts, and you can only add it when you view the account within the Chart of Accounts.

 

attachment column.PNG

 

We'll consider this as an opportunity to be a feature in the future. For now, you’ll really have to check each expense to see which one has an attachment or has not.

 

If you have other questions in mind, feel free to go back to this thread.

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