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How do I match credit card receipts with a job?

 
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QuickBooks Team

How do I match credit card receipts with a job?

Hi @amackenzieoneill,

 

I'm here to assist with your query on online bank transactions.

 

The option to match downloaded transactions to those that were recorded by hand is unavailable. What you can do is either exclude the former or delete the latter. 

 

To exclude transactions on a browser:

 

  1. Go to the Transactions menu.
  2. Search the transactions you want to exclude and select it to expand the view.
  3. Tap the Exclude this transaction checkbox.
  4. Click Save.

More on this process is in this article: Exclude or delete transactions in QuickBooks Self-Employed. It has the steps you can use for the mobile app.

 

You can also keep this article for reference: Categorize transactions in QuickBooks Self-Employed. It will walk you through how you can categorize transactions, both from your browser or from a mobile device.

 

If you have other questions, leave them in the comments below. I'll be sure to get back to you. 

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