For the new RECEIPT function - I pics of all of my 2019 bills and am trying to match them in the system to payments - how do I match a payment to a bill myself?

Glad to have you here in the Community, joyceandmark2015.

When using the Receipt feature, you can only match expense receipts to payments. To manage your transactions, delete the uploaded bills and then create expenses in QBO.

Here’s how:

1. Go to the Expenses menu on the left panel and select the Expenses tab to view all list of entries.
   
2. On the Expense Transactions page, find the bill you’re working on and then go to the Action column to choose Delete.
   
3. Perform the same procedure to the remaining entries you want to remove.

To enter expenses:

1. Tap the New menu in the upper left hand and choose Expenses under the Vendors section.
2. This will open the Expense page.
3. From there, input the transaction details including the payee, date, amount, Category/Item details, etc.
4. Hit the Save/Save and new button.

To add more, follow steps 1-4 from the above process. Once done, you can start matching the receipts to the payments.

For detailed instructions, the following link provides an overview on how to manage bank transactions.

Additionally, the Receipt Capture article contains screenshots and information on how it can help efficiently manage expenses in QBO.

Keep me posted if you have any other concerns. I’m here ready to help. Enjoy the rest of the day.

Hi, thanks for the response - I am not sure how this works yet.  

I download all of my transactions from the bank and receive them after paying them on my bank web site.

So, the bills are coming in as paid already, not outstanding expenses.

How do I match up those payments with receipts from last year?

And, how do I go forward.  What should my steps be on a weekly basis to manage the paper in my office.

I am trying to avoid making a bunch of files in 2020 for paper.

Also, the RECEIPT CAPTURE page you have a link to above is not working.  If you can find a working page, I can review that.  Thanks!

Thanks for the response, @joyceandmark2015. I'm here to provide you more information on Receipt Capturing in QuickBooks Online.

Once your receipts are in your account, they'll show up in the For Review in the Receipts tab. From here, you can select the row to have a side-by-side view of the receipt you sent and the data we extracted. Here are the actions you can perform: Review, Add, or Match. I've provided steps below on how to Match your receipts to transactions:

1. Select the receipt to expand the view.
2. Review the "Records found." These transactions are ones you already entered in QuickBooks.
3. Click the link next to each record to get more detail.
4. Look at the "Deposit to" field on the forms. Your transaction in QuickBooks is already in the account listed.
5. When you're done, press Match.

Matching lets QuickBooks know the record from your bank is the same as the one you already entered, in other words, it won't create a duplicate. That's all there is to it!

Here are some articles that you might find helpful:

• Manage your receipts
• Download, match and categorize your transactions
• Attachments in QuickBooks Online

Let me know if you found this information helpful. Happy Friday! 

Hi - thanks for the info - I will try those steps...

To be clear, when you are using the term RECEIPTS, are you implying cash in as a deposit?  I am using the system to reconcile BILLS.  I am entering in INVOICES and treating them like RECEIPTS?  Is that correct?

Let me answer your question about the tracking receipts, joyceandmark2015.

The Receipts tab is intended to attach, keep track, and match your expense receipts. You can either email them to receipts@quickbooks.com or take a photo and upload them if you're using the mobile app. 

Once uploaded or emailed, QBO will automatically look for existing expenses or bill payments with the same amount to match. Check out these articles for more details:

• Email your receipts to QuickBooks Online 
• Manage your receipts in the Receipts tab 

It's not used to match or reconcile deposits or incoming payments. You can go to the Banking tab instead to match payments and deposits to invoices. 

Please add another reply below if you have additional concerns about this feature. 

Hi again - what is happening with my receipts is that I am only getting an option to REVIEW them - then they get added as an expense - the expense is already in my check register.  How do I MATCH this with a RECEIPT if it is not finding it automatically?

thanks!  that is what I thought - so I am still having trouble - I have a receipt that I would like to match with a paid bill - both are in the system... I accepted the bank transaction first - so it is in my register now - then I loaded in the RECEIPT through my phone app - but it is not finding the transaction to MATCH and the only choice I have is to REVIEW, with no option there to match to anything.  What am I doing wrong?

Joyce

Hey there, @joyceandmark2015. I'm here to chime in.

As my colleague @JenoP mentioned previously, the Receipt feature is meant for attaching receipts to existing transactions or creating new transactions and attaching receipts to them. To attach a receipt to an existing transaction, follow these quick and super easy steps:

1. From the mobile app menu, select Receipt Capture.
2. Choose the camera icon to snap a photo of your receipt.
3. Click Use this photo once you're happy with your captured receipt.
4. Login to QuickBooks Online from your computer, then navigate to the Banking option on the side menu.
5. Click the Receipts tab. Look for the receipt you've uploaded.
6. Select Match if you’re ready to match the receipt with an existing record in QuickBooks. Note: if an imported banking transaction and a receipt are both in For Review, QuickBooks won’t suggest a match until you select Add for one of them.

That's it! Please reach out if there's anything else I can do to help, I'm determined to be your number one resource for QuickBooks Online. Cheers to a safe and productive week ahead.