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spydermonkee
Level 1

Matched expenses un-categorizable

Unable to complete categorization of expenses with matched receipts.

3 Comments 3
DivinaMercy_N
Moderator

Matched expenses un-categorizable

Hi there, @spydermonkee. I'm here to share some details about matching receipts in QuickBooks Online (QBO).

 

To begin, may I know if you encounter any error messages when performing the process? Any additional details about this is a great help so I can provide a timely solution. 

 

Once you matched your transactions in QBO, they automatically go into the Categorized tab. To ensure they are correctly allocated to the right account, simply go there and review the entries. If you need to make changes, just select the Undo button and they will go back to the For Review tab where you can make corrections. 

 

For reference about matching receipts, feel free to check Step 2 of this article: Upload your receipts to QuickBooks Online.

 

You can also perform browser troubleshooting steps to help you complete the categorization process of the transactions. Experiencing odd behaviors when doing tasks in QBO is sometimes caused by a piled-up cache in your browser. Let's start with using an incognito mode. This does not store cache and will provide a clean slate. Below are the shortcut keys you can use:

 

  • Mozilla Firefox: Ctrl + Shift + P
  • Google Chrome and Microsoft Edge: Ctrl + Shift + N
  • Safari: Command + Option + P

 

Once signed in, perform the categorization process again. If this works, go back to the regular browser and clear the cache to get rid of the stored junk files. If not, you can utilize other supported browsers or devices. Might be that the current one you're using has temporary issue with QBO. 

 

I've also got you here this helpful link to give further help whenever you have trouble categorizing transactions in QBO: Fix bank transactions downloaded in QuickBooks Online.

 
Please let me know how this goes and don't hesitate to get back here if you want to add further details about the issue. I'll be always here ready to lend a hand. Have a good one.

spydermonkee
Level 1

Matched expenses un-categorizable

Hi @DivinaMercy_N,
Thanks for the reply. 

1. Answer - No, I see no other messages until I see this error. 
2. I did not match these transactions and receipts myself. I only emailed and uploaded the receipts and then went to "For Review" to categorize the Tx's. They say "1 Match Found" (which means that QBO matched for me) and I changed one or two of them to the correct category, and then this error occurred when I tried to "Add" the Tx's.
3. I tried to do this in another browser that I never use and has no cache built up, but I saw the same error. 
4. I am using a supported browser: Chrome 107.0.5304.110 , and I tried Safari (latest version) as well. 

I also see a bunch of other people having this issue. It appears to be a technical problem on QBO side. 

Please help resolve this as I am blocked in my workflow by this and very frustrated while trying to use the basic product flow. 

spydermonkee
Level 1

Matched expenses un-categorizable

Hi,
Thanks for the reply. 

1. Answer - No, I see no other messages until I see this error. 
2. I did not match these transactions and receipts myself. I only emailed and uploaded the receipts and then went to "For Review" to categorize the Tx's. They say "1 Match Found" (which means that QBO matched for me) and I changed one or two of them to the correct category, and then this error occurred when I tried to "Add" the Tx's.
3. I tried to do this in another browser that I never use and has no cache built up, but I saw the same error. 
4. I am using a supported browser: Chrome 107.0.5304.110 , and I tried Safari (latest version) as well. 

I also see a bunch of other people having this issue. It appears to be a technical problem on QBO side. 

Please help resolve this as I am blocked in my workflow by this and very frustrated while trying to use the basic product flow. 

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