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graystationlc
Level 1

Why will my receipts not stay linked to transactions? When I refresh or get back on app the transactions are not linked to receipts

 
1 Comment 1
ClaireSamanthaS
QuickBooks Team

Why will my receipts not stay linked to transactions? When I refresh or get back on app the transactions are not linked to receipts

Let's perform some troubleshooting steps so that your receipts can stay linked to your transactions, graystationlc. I can show you the steps below.

 

QuickBooks may act oddly due to sync or latency issues. To fix this, refresh the application by clearing your browser's cache. Keeping receipts linked to transactions is essential for accurate financial reporting and compliance with accounting standards.

 

To begin with, let's refresh your data to see the latest available information in your QBO app to resolve this unexpected behavior.

 

iOS

  1. Go to Settings, then tap General.
  2. Click iPhone Storage, then tap the QuickBooks Online app.
  3. Select Offload App.

 

This will free up storage space while keeping your app's documents and data intact.

 

Android

  1. Go to Menu ☰, then tap More Options ⋮.
  2. Select Settings, then Refresh Data.
  3. Click YES to confirm.

 

If the issue persists, try uninstalling and reinstalling the mobile app. Alternatively, you can access QuickBooks Online using other supported browsers.

 

Additionally, you can utilize this article for more information about reviewing, adding, and matching receipts in QuickBooks: Review, add, or match receipts.

 

As always, you can open a new discussion in our Community Space if you have other inquiries about managing your receipts in QuickBooks. Please revisit this thread or get back to us by clicking the Reply button below, and I'll assist promptly.

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