Hello, @john155.
When you upload a receipt into your QuickBooks account, the system extracts and processes the following receipt details:
- Vendor
- Date
- Total
- Credit/Debit card number (optional)
Once a match is detected, the receipt is automatically attached to your downloaded transaction. However, if any of the required information is missing, it falls into a "Needs Action" folder.
You can delete the transaction in the Need Action and manually attach the receipt. Just make sure to save a copy of the receipt in your computer. Here's how:
- Go to the Transactions page.
- Locate your downloaded bank transaction.
- Double-click the transaction to review its details.
- From the Receipt section, click the Browse link.
- Locate your saved receipt and attach it to your transaction.
- Click the Save button.
You can read through these articles for more insights about tracking receipts:
Let me know if there's anything else you need, and I'm happy to help you out.
