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GaryACK
Level 1

Moving items from upload and review bills to receipt managment is not working

When a bill or receipt comes into the wrong queue, there is an option to move it to the other.  So, if a copy of a check comes in to Upload and Review Bills and I need it in Receipt Management there is an option to move it.  But every time I've done this (I have tried moving items in both directions) the item gets stuck in processing and never gets in the queue where I can open it and enter the transaction.  I've waited days, closed and opened QB and my software is updated.  Does anyone know how to make this function work?

7 Comments 7
Jovychris_A
Moderator

Moving items from upload and review bills to receipt managment is not working

Hello @GaryACK, thanks for sharing with us the details about managing your uploaded bills and moving them to Receipt Management.

 

It's unexpected to see that the option to move uploaded bills using the Upload and Review Bills feature to the Receipt Management suddenly didn't work. Let's run a system check by utilizing the verify and rebuild tool to determine system errors and let QuickBooks fix them.

 

Here's how to rebuild:

  1. From the File menu, select Utilities, then choose Rebuild Data.
  2. Select OK if you receive a prompt to back up your company file.
  3. Select Close or View Results when you get the message Rebuild has completed and proceed with the next step.

 

Then let's verify your data:

  1. Under the File menu, select Utilities, then choose Verify Data.
  2. Hit OK when you see the message QuickBooks detected no problem with your data
  3. If Verify finds an issue with your data, you will be prompted to Rebuild Now or View Errors.

 

Once you're finished with this system check, try to move the uploaded bills in the Receipt Management feature.

 

I've added some articles about reviewing uploaded bills and receipts in QuickBooks Desktop:

 

 

Keep in touch if you need any more assistance with this, or if there's something else I can do for other QuickBooks features concerns. I've got your back. Have a good one.

GaryACK
Level 1

Moving items from upload and review bills to receipt managment is not working

Unfortunately, this did not work.  The images that I moved from Bills to Receipts are stuck in Processing.  I can see them but the only options are to wait or delete.  I see no way to recover the images once this happens.

 

The rebuild and verify identified some errors.  Encryption table errors have been there for years but we have no credit card data stored in our file.  Also "QBDBPF Log File monitor Service not running locally" errors came up.  I'm not sure what this means but we are not multi-user (we were years ago in this file).  All updates have been made.

rmctu1
Level 1

Moving items from upload and review bills to receipt managment is not working

We have the same problem and there is NO GOOD SOLUTION!!!!!   This needs repairing in Quickbooks!

AileneA
QuickBooks Team

Moving items from upload and review bills to receipt managment is not working

Hello, rmctu1. 

 

I appreciate you taking your precious time following the steps to resolve the issue. I can redirect you to one of our expert customer support teams. They have the tools to pull up and screen share with you to help you with moving items from uploading and reviewing bills to receipt management.  

 

Here's how to get in contact with them: 

 

  1. Open QuickBooks.
  2. Go to Help.
  3. Select QuickBooks Desktop Help.
  4. Click on the Contact us link and choose a topic.
  5. Enter your account information and click on Submit.
  6. Choose a way to connect with us.

 

You may also refer to this article to check our support hours: Contact QuickBooks Desktop support

 

I've also added these articles on how to review, edit, and match them in the Receipt Management window and  reviewing uploaded bills and receipts in QBDT:

 

 

Please keep in touch if there's anything else I can do to help you succeed with QuickBooks. I've got your back. Have a great day!

gadoran
Level 1

Moving items from upload and review bills to receipt managment is not working

Mine also just hangs uploading. Reinstalled, cleared cache. Been using several months no problem with 300+ receipts until 2 days ago. Went back to e-mailing receipts as does not seem to be a solution.

FYI: Looking for less complicated program as only need to create receipts and invoices only for record keeping as a contractor getting paid by only one customer whom I use their QB for their estimates/invoicing and get paid directly from this single customer. 

Jelayca V
QuickBooks Team

Moving items from upload and review bills to receipt managment is not working

Hello @gadoran, I appreciate the efforts you've made in trying to sort out the issue. Our engineers are already working on fixing the problem and we hope to provide you with an update soon. 

To keep you updated, I want to let you know that the cases related to the receipt management not working are linked to investigation number INV-53168. If you still need to be added to the list of affected users, I recommend you contact our QuickBooks Desktop Support team. This way, you'll receive updates on the status via email. Follow these steps to get in touch with our support team: 

 

Here's how:

 

  1. Open QuickBooks.
  2. Go to Help.
  3. Select QuickBooks Desktop Help.
  4. Click on the Contact us link and choose a topic.
  5. Enter your account information and click on Submit.
  6. Choose a way to connect with us.

 

In the meantime, if you're looking for a less complicated program for creating receipts and invoices, you can explore other receipt management apps that integrate with QuickBooks. These apps can provide seamless synchronization of receipts with QuickBooks Desktop (QBDT), and they may offer a more user-friendly experience for your needs. Please refer to this link: https://desktop.apps.com/home

 

In addition, I've also added these articles on how to review, edit, and match them in the Receipt Management window and review uploaded bills and receipts in QBDT: Upload receipts to QuickBooks Desktop Pro Plus, Premier Plus, or Enterprise

 

Please keep in touch if there's anything else I can do to help you with receipt management in QBDT. I've got your back. Have a great day ahead.

DawnB25
Level 4

Moving items from upload and review bills to receipt managment is not working

In the 18 years I have been using Quickbooks and the hundreds of times I have contacted the Support Team, I have never, not once, ever been contacted. 

 

I too am having this same issue. Have been for well over a year. Clearly they are not working on it or there would be a solution by now. It really shouldn't be that difficult. It's just like every other issue we have with QBDT. There have been issues going on for many years they say they are working on but it never gets fixed.

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