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Level 2

How do I delete a receipt that I uploaded? I uploaded the wrong one. Thank you!

 
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Best answer March 16, 2020

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QuickBooks Team

How do I delete a receipt that I uploaded? I uploaded the wrong one. Thank you!

Hello there, @krtharan.

 

The steps provided by my colleague above is for QuickBooks Online. You'll see a paper clip if there's added a receipt on it. Let me walk you through the process on how to delete a receipt that you uploaded in QuickBooks Self-Employed.

 

  1. Go to the Transactions menu in the left pane.
  2. Locate the receipt you want to delete.
  3. Tap the drop-down arrow to expand the uploaded receipt.
  4. Click the Trash bin icon.
  5. Hit Save.

I'm adding a screenshot for visual reference.

1.PNG

Also, I'm adding these helpful articles that you can read about receipts in QBSE:

Let me know if you need further questions about receipts or any concerns about QuickBooks Self-Employed. I'm here to lend a hand. Take good care.

View solution in original post

8 Comments 8
Highlighted
QuickBooks Team

How do I delete a receipt that I uploaded? I uploaded the wrong one. Thank you!

Thanks for posting to the Community, @krtharan.

 

Let me help you delete the wrong receipt. It could be you're using the mobile app, that's why you're unable to remove it.

 

You can delete it by using a browser. Let me show you how:

    1. Go to the Transactions Menu on the left pane.
    2. Locate the receipt you want to delete.
    3. Click the side arrow to expand the uploaded receipt.
      1.PNG
    4. Select the Delete button.
      2.PNG
    5. Hit Yes to confirm.
      3.PNG

That should do it.

 

For more details and FAQs on which receipts you should hold onto and why, you can refer to this article: Should I keep my receipts in QuickBooks?.

 

Also, I'll add this article if you wanted to get receipts from your email: Receipts forwarding feature.
 

Please feel free to leave a message or tag me (@Jovychris_A) if you need more assistance. I'll be happy to help. Have a fantastic day!

Highlighted
Level 2

How do I delete a receipt that I uploaded? I uploaded the wrong one. Thank you!

Thank you for trying to help. I do not see any where I have an option to go to "Banking." The only place I even see anything related to banking is under my name and I can see "Bank Accounts." Where do I find just "Banking"? Also, I only use this program in Windows and not on android/iphone.

 

Thank you,

 

Tim

Highlighted
Level 2

How do I delete a receipt that I uploaded? I uploaded the wrong one. Thank you!

Thank you for trying to help, but I do not have an option for "Banking". All I have under my name is "Bank Accounts" and I can't actually see anything under that. Where is the Banking tab? Also, I don't have a Receipt tab either. I've tried this in both Chrome and Explorer and I'm in Windows, not android/iPhone.

 

Thank you,

 

Tim

Highlighted
QuickBooks Team

How do I delete a receipt that I uploaded? I uploaded the wrong one. Thank you!

Thanks for reaching back out, @krtharan.

 

The Banking tab will be located on the left-hand menu of your QuickBooks Online account. I've provided a screenshot below for reference:

 

 

If you don't see this tab, I'd like to do some troubleshooting with you to isolate this behavior and see if it's browser-related.

 

Let's begin with clearing the cache of the web browser you use for QuickBooks Online. These files can become outdated, causing issues like the one with not having buttons in your QuickBooks Online. No worries, here's a link to help you with the process: Clear Web Browser History

 

Once completed, log back into your account and see if the Banking tab appears. If the issue persists, please let me know by leaving me a Reply

 

I'll keep an eye out for your response. Talk to you soon, Tim!

Highlighted
Level 2

How do I delete a receipt that I uploaded? I uploaded the wrong one. Thank you!

I cleared the cache and there still isn't anything there...in fact, the only options I have on the left-hand side of my page is: Home, Transactions, Miles, Taxes, Reports and Invoices. I do not have "Dashboard, Expenses, Sales, Projects, Workers, Accounting, My Accountant, Capital or Apps. Why do I not have these and how can I get them?

Thank you.

 

Tim

Highlighted
QuickBooks Team

How do I delete a receipt that I uploaded? I uploaded the wrong one. Thank you!

Hello there, @krtharan.

 

The steps provided by my colleague above is for QuickBooks Online. You'll see a paper clip if there's added a receipt on it. Let me walk you through the process on how to delete a receipt that you uploaded in QuickBooks Self-Employed.

 

  1. Go to the Transactions menu in the left pane.
  2. Locate the receipt you want to delete.
  3. Tap the drop-down arrow to expand the uploaded receipt.
  4. Click the Trash bin icon.
  5. Hit Save.

I'm adding a screenshot for visual reference.

1.PNG

Also, I'm adding these helpful articles that you can read about receipts in QBSE:

Let me know if you need further questions about receipts or any concerns about QuickBooks Self-Employed. I'm here to lend a hand. Take good care.

View solution in original post

Highlighted
Level 2

How do I delete a receipt that I uploaded? I uploaded the wrong one. Thank you!

Thank you!! That worked!

Highlighted
QuickBooks Team

How do I delete a receipt that I uploaded? I uploaded the wrong one. Thank you!

Glad to hear that worked for you, @krtharan

 

Please let us know if you need further assistance. You can always reach out to the Community or me anytime you find you need help.

 

Take care and have a good one! 

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