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Hi All,
We recently switched over to QB Enterprise 2021. We want to use the receipt management feature. So far everything has seemed to work really well with one exception. I can't get the system to match up the credit card that was used. The system is pulling the correct numbers (last 4 digits of credit card), but I cant get it to match with the credit card account.
Please help!
Welcome to the Community, @jroneill.
Allow me to provide some information about the new Receipt Management feature in QuickBooks Desktop (QBDT) 2021.
The possible reason why you can't match the credit card used for receipt management is that there's a difference in the amount of the receipt. You'll want to make sure that the total amount matches the transactions on your credit card.
You might want to check out this article to learn more about receipt management: Upload receipts to QuickBooks Desktop.
Keep in touch if you need any more assistance with this, or there's something else I can do for you. I've got your back. Have a good day.
Hi!
Thanks for the response. The problem is the bank/card number doesnt match with any of my accounts. It doesn't have anything to do with the amount.
Hello, @jroneill.
Let me share additional information so you'd be able to successfully add your expense receipts in QuickBooks.
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. You can read through this article for more detailed instructions in resolving data damage on your QuickBooks Desktop company file: Fix data damage on your QuickBooks Desktop company file
If you're still getting the same error prompt. I'd recommend contacting our Technical Support team. A specialist can securely look up your account and further check on the root cause of this unexpected behavior. Here's how:
Feel free to click the Reply button if you have other questions about managing your expense transactions in QuickBooks. I'm always here to help.
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