I have several Receipts that doenst match some of the expenses and bot the receipts and expense transactions are identicals...

latincravingsfac · ‎December 08, 2019

Anonymous · ‎December 08, 2019

Hi there, latincravingsfac.

I'd like to ask for a clarification. This way we can better help you.

Are you trying to match your receipts to your recorded entries in QuickBooks Online? If so, we can use the Find match option to see the matching entries. Here's how:

From the Banking page, select on the transaction.
Select Find match.
From the Show drop-down option, select All.
Choose the date range.
Then, select the entries.
Click on Save.

If you're trying to reconcile your bank account, you would want to make sure you have a copy of your bank statement. This helps you identify if these receipts are duplicate entries. Then, you can eliminate them.

To delete a transaction from the register:

Go to Chart of Accounts and select the bank account.
Select a transaction.
Click on Delete.

To delete an accepted bank transactions:

From the Banking page, go to In QuickBooks tab.
Select the transaction and click on Undo.
Go to the For Review tab.
Click on Batch actions.
Select Exclude Selected.
From the Excluded tab.
Select the transactions and select Delete.

We welcome any additional details about this concern. We will be here to help you.

latincravingsfac · ‎December 09, 2019

Hello good morning thanks for your quick answer, what I am trying to do is to mach information in the Receipts option (which includes the receipt image) under banking and need to match it with an expense registered in QuickBooks (most of those expenses were added from the banking/transactions).

In fact the system so far has been able to find expenses matches to receipts pretty well but there is about 15 receipts that it is not able to find the expense and I had verify everything and the both exist with the exact data but no sure what is going on,

latincravingsfac · ‎December 09, 2019

Hello good morning thanks for your quick answer, what I am trying to do is to mach information in the Receipts option (which includes the receipt image) under banking and need to match it with an expense registered in QuickBooks (most of those expenses were added from the banking/transactions).

In fact the system so far has been able to find expenses matches to receipts pretty well but there is about 15 receipts that it is not able to find the expense and I had verify everything and they both exist with the exact data but no sure what is going on,

JenoP · ‎December 09, 2019

I found an open investigation about receipts that are not automatically matching to existing expense transactions in QBO, latincravingsfac.

This means that our engineers are already working on this issue to determine what's preventing the auto-match and resolve it as well. In the meantime, you can open each expense and manually match it to the receipt. Here's how:

Open the expense transaction.
Click Show existing in the lower-left hand corner.
Look for the corresponding receipt in the right-hand part and click Add.
Click Save and close.

Repeat the same process for the rest of the transactions.

We would also ask you to give us a very short call so we can add you to the list of affected users. Every one on that list will be notified as soon as the issue is resolved. Here's how:

Click the Help menu and select Contact Us.
Inform our phone or chat support agents that your receipts aren't automatically matching to the expense transactions.
Click Let's talk.
Click Start messaging to get a chart support agent or click Get a callback to schedule an appointment with one of our phone agents.

You can also add a reply or post another question if you need anything else. I'd be glad to get back here and offer my help again.

latincravingsfac · ‎December 09, 2019

The manual option didn’t work as it looks for the images and no the data so have no way how to know plus not all the images are

in the right window, I wish there was a manual option to do it, I had tried deleting transactions and adding again, deleting receipts and adding again an nothing seems to work,

latincravingsfac · ‎December 09, 2019

The manual option didn’t work as it looks for the images and no the data so have no way how to know plus not all the images are

in the right window, I wish there was a manual option to do it, I had tried deleting transactions and adding again, deleting receipts and adding again an nothing seems to work,

Charies_M · ‎December 09, 2019

Thanks for the quick response, latincravingsfac.

Since the workaround didn't work for you, I suggest contacting our QuickBooks Care Support to look for other alternative. Aside from that, your company credentials will be added to our containment list of affected users.

As soon as the updates are available, you'll be notified through email.

Here's how:

Go to the Help menu at the upper right.
Select Contact Us.
Enter your concern.
Click Let’s talk.
Choose Get a callback.
Type in your contact info.
Select Confirm my call.

You can also have this investigation number INV-38031 for your reference.

I appreciate your patience and understanding. Let me know if you have any follow-ups or other questions. I'm always here to help. Wishing you a good one.

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I have several Receipts that doenst match some of the expenses and bot the receipts and expense transactions are identicals...