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jroneill
Level 3

Set up credit card to get recognized for receipt management

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! 

 

 

3 Comments 3
Mark_R
QuickBooks Team

Set up credit card to get recognized for receipt management

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.

jroneill
Level 3

Set up credit card to get recognized for receipt management

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. 

IamjuViel
QuickBooks Team

Set up credit card to get recognized for receipt management

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:

  1. Go to the File menu.
  2. Tap Utilities then Verify Data.
  3. Click OK on the prompt.

To Rebuild Data:

  1. Click the File menu.
  2. Go to Utilities and select Rebuild Data.
  3. Hit OK to back up your company file.
  4. Wait until the Rebuild is complete.
  5. Click View Results.

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:

  1. Open QuickBooks.
  2. Go to the Help menu.
  3. Choose QuickBooks Desktop Help.
  4. Select Contact Us.
  5. Enter your concern.
  6. Click Continue.
  7. Choose a way to connect with us:
    • Start messaging with a support expert.
    • Get a callback from an expert (availability may be limited).

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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