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.

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!

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

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. 

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

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.

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.

Hi there, I tried this method but I don't have a "Register" option when I follow these instructions.  Is it possible that the location of the Register has changed since this answer was provided?  

I can obv get to the Chart of Accounts and find my account but I don't get Register in the dropdown.  

Is there another way to get this very helpful report without the Register? 

Thank you for visiting the QuickBooks Community again, Chris_PFM. I'll share details on how the View register works in QuickBooks Online, then ensure you can see the said option on your end.

Please know that you can only see the View register option for the accounts only like banks, assets, liabilities, and equities that run balances. While you can see on your end a Run report link for Income and Expense accounts.

If the register you're trying to access is already a specific bank, assets, liabilities, and equities and you can't still see the View register link, I recommend opening your QBO account in a private browser. Then, go to the Chart of Accounts page and click the View register link in the Action column. This is to rule out the possibility of a webpage issue that might cause you to display an incorrect interface.

Use these keyboard shortcuts based on the browser you're using:

• For Firefox or Microsoft Edge, press Ctrl + Shift + P.
• For Chrome, press Ctrl + Shift + N.
• For Safari, hold down Command + Shift + N.

If it works in incognito, you'll have to clear the cache of your regular browser. This removes the history or log of sites so you can start with a clean slate. If the steps above don't work, use another supported browser as an alternative.

Lastly, you may refer to this article to see information on how to find transactions in your account registers so you can review or update them to ensure your data stays accurate: Find, review, and edit transactions in account registers in QuickBooks Online.

Please let me know if you have further questions or concerns about viewing your entries in QBO. I'm always around to help, Chris_PFM. Have a good one!