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jeff105
Level 1

For some reason I can no longer attached a receipt to transaction detail. It loads the document, displays 100%, but does not save the actual receipt.

 
1 Comment 1
Rasa-LilaM
QuickBooks Team

For some reason I can no longer attached a receipt to transaction detail. It loads the document, displays 100%, but does not save the actual receipt.

Hello there, Cctextileart.


Thanks for reaching out to the Community about your concern. Allow me to share some information about why you’re unable to attach and save the actual receipt.


The unusual behavior you’re experiencing is already reported to our engineers (INV-48968). They’re getting this feature working back as soon as possible. To add the receipt, you can either scan it or use the Receipt Forwarding feature.

 

Here's how:

 

  1. In the QBSE mobile app, go to the Transactions tab and tap the Plus sign.
    scanr.png
  2. Then, select Snap receipt and choose a photo from your camera, or take a new picture.
    scanr1.png
  3. Go to the Needs Action section to open and review the scanned receipt.
  4. Press Save after checking all the information.

Here’s a guide that outlines the complete workflow on how to forward the receipt. From the email verification process up to extracting the transaction’s data: Forward receipts to QuickBooks Self-Employed.


To keep you in the loop for the progress of the investigation, we’ll have to get your account information. Since the Community is a public forum, I’m unable to do the process for safety purposes. However, our QBO Care Team can collect your personal data in a secure space. I recommend you get in touch with them.


Here’s how:

 

  1. Click the Assistant icon in the upper right to open the QB Assistant window.
  2. Scroll down to the Type something field and enter the issue or topic.
  3. If you’re using a mobile device, follow the steps in the Contact QuickBooks Self-Employed Support article.
    qbse contact.png

I've also added these resources to help record receipts in your account. They contain instructions on how to add them to existing transactions and steps to enter a single entry using a mobile device.

 

I appreciate your patience while we’re working through this. If you have any other concerns about QBSE, click the Reply button to post a comment. I’ll get back to answer them for you. Have a good one. 

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