Add Customer (Project) to Snap receipt / Edit receipt details function in QB iOS App

Hello there, @AJMCS. I'm here to ensure you'll be able to fix the email receipt function on your QuickBooks Online (QBO) mobile app.

Thanks for sharing detailed information about your concern. To fix this, we can refresh the background processes of your mobile app by clearing the cache. Here's how:

1. Navigate to the Menu icon located at the top right.
2. Next, choose Help & Feedback. 
3. Then, select Refresh Data and click Refresh. 

You can also perform it on your phone's settings. I'll guide you on how.

1. Select Settings and click on General.
2. Next, choose iPhone Storage. 
3. Then, choose the QuickBooks app.
4. To free up the storage without deleting the documents and data for the app, select Offload App. 

When done, restart your mobile device and check if you're now able to add the customer/project to the receipt details. For reference, check out this article: Upload your receipts to QuickBooks Online.

However, if the issue persists, you can uninstall and reinstall the QBO mobile app.

You can also email your expense receipts and bills to into your QBO account. For a detailed guide, check out this link: Email receipts and bills to QuickBooks Online.

If you have any other concerns managing your mobile app. Please don't hesitate to leave a reply below. Have a good one and stay safe. 

Hi Davina - I think we may be talking about different parts of the receipt management process.

We have no issue uploading receipts via the app and we are not emailing receipts. The issue is with selecting the customer/project in +Add customer, which is under Optional fields during the receipt upload or editing process.

If you can see in my image upload - when I tap +Add customer, it takes me to the list of our customers and projects, however when I tap on one to assign it, I'm kicked back to the Optional fields page (image below) without having added the project I selected.

Hello there, @AJMCS. I'll point you in the right direction to help you get through this and accomplish adding details to your receipts in QuickBooks Online (QBO) mobile.

Before anything, know that I appreciate you for performing the recommendation provided by my colleague. I can see you're still unable to add a customer/project when clicking the +Add customer, and with that, I'd recommend contacting our Customer Care Team. They have the tools to access your account in a secure environment to conduct further investigations to determine the cause of the issue.

To get you going, access your company file in the web browser. Once you're ready, these are the steps:

1. Click Help (?).
2. Select either tab to get started:

• Assistant: Get quick, personalized answers. Select a suggested option, or type a question or topic you need help with. If you decide you need further help, you can still Talk to a human.
• Search: Search the QuickBooks Online knowledge base directly, or select Contact Us and choose a way to connect with us:
  • Start a chat with a support expert.
  • Get a callback from the next available expert.

For more details, please see this page: QuickBooks Online Support.

Aside from that, here's an article to help you manage your uploaded receipts or bank transactions: Categorize and match online bank transactions in QuickBooks Online.

Please let me know if you need further assistance or have additional QuickBooks-related concerns. As always, it'll be my pleasure to help you out again. Stay safe!

I have an exact same issues

shame they did not give the solution here but asked to call the help line

Were you previously able to assign the "optional" customer, and it is just now no longer working?

I ask, because I just discovered this feature and in the online interface, it works for me. But if I go back and open the bill, there is no way to see or edit the customer it was assigned to. I would like to assign customers to bills, but I am worried this is a feature that is included as a "teaser" for upgrading to the next level and that it just doesn't work right without the upgrade.

Hi there, @HPcfo.

I want to ensure that your concerns with re-assigning your project to the other customer will be addressed accordingly. Thus, I want to confirm some information about the QuickBooks Online (QBO) version you have. Also, could you include a snapshot of this matter showing the concern mentioned above? Additional details are highly appreciated.

Please know that the Community is always here to help you with any QuickBooks-related concerns. I’ll be waiting for your reply. Have a good one!

I'm assuming because I am only using QBO Plus, which does not have job profitability as a feature, that I cannot assign customers to a bill or to bill items.

This is why I was surprised when, if I upload a bill / receipt, I do have the option to assign a customer to a bill or bill items (although I get an error if I try to mark it as a billable expense - the error says my plan does not support billable expenses). But if I keep the box unchecked for making it a billable expense, I am able to save the bill with the customer name assigned.

However, once the bill is created, there is no customer field on the bill (meaning I cannot edit the customer after I complete the bill upload process).

I am sharing screenshots to show the bill creation (assigning a customer), the bill edit screen (showing no customer assigned), and the Profit and Loss by Customer (showing the bill is assigned to Sample Customer).

I do not really expect this to be resolved, I simply wanted to offer it to the community as an FYI.

No, there was no resolution. I walked the phone/video support through the issue and when she realized that there wasn't a fix, she went to second level support who told her that this was a known issue that they were trying to resolve. It appears to be an app wide problem, from what I was told.