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Hi there.
I'm happy to assist in any way I can. When the transactions get added and downloaded, they move to the review tab. To get to this tab, follow these few simple steps listed below.
From this point, you can view the receipt in the review tab. There's not an option to move this receipt to another set of books. However, at this point, you can save the image to your computer and upload it manually. A few clicks and save the image to your computer and your on the way to success:
1. Right-click on the image.
2. Select and click "Save image as…
3. Choose a destination folder for your saved file.
4. Hit the Save button.
Once the image saves, you will be able to upload this in the new books.
If you have any further questions or concerns, I'm just a post away. :)
We'll have to manually add it to the other account with the receipt attached to it, LPohlmeyer.
You can access the other account and then create and attach the sales receipt again. Here's an article that you can check out for more details on what features you can access and perform on different devices.
I'll be here to help if you need anything else.
Hi there.
I'm happy to assist in any way I can. When the transactions get added and downloaded, they move to the review tab. To get to this tab, follow these few simple steps listed below.
From this point, you can view the receipt in the review tab. There's not an option to move this receipt to another set of books. However, at this point, you can save the image to your computer and upload it manually. A few clicks and save the image to your computer and your on the way to success:
1. Right-click on the image.
2. Select and click "Save image as…
3. Choose a destination folder for your saved file.
4. Hit the Save button.
Once the image saves, you will be able to upload this in the new books.
If you have any further questions or concerns, I'm just a post away. :)
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