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I have a good number of receipts uploaded after recently switching from QBSE to QBD, and I was able to use the app the first day to upload and attach a receipt so I could verify it works. I now have a large amount of receipts added from the app and every single receipt fails to attach to the matched transaction in vendor->receipt management. Whats going on with this?
It's good to see you here in the Community, @Matt S.
I want to make sure you'll be able to attach receipts to a transaction in QuickBooks Desktop.
Before anything else, can you provide the specific error message you receive when attaching the receipt to a transaction? Any additional information would help us provide the best resolution.
In the meantime, let's perform some troubleshooting steps to fix this issue. It's possible that your company file had a data issue that's why you're getting an error when attaching receipts to a transaction.
Firstly, you'll want to ensure your QuickBooks Desktop is up to date to have the latest features and fixes. Once done, let's run the Quick Fix my File from the QuickBooks Tool Hub to resolve issues on your company file. Here's how:
If you get the same result, you can check out this article for more troubleshooting steps: Fix company file and network issues with QuickBooks File Doctor.
In addition, please know that QuickBooks Desktop only supports PDFs and images with JPEG, JPG, GIF, or PNG format. If you have different format images, you can convert existing images to a compatible format.
You might also want to learn more about uploading receipts to QuickBooks Desktop. This article will provide you with the detailed steps and information: Upload receipts to QuickBooks Desktop Pro Plus, Premier Plus, or Enterprise.
Please let me know how it goes in the comment section below, @Matt S. I'm only a post away if you have any follow-up questions.
Hi Mark,
Attached is the popup error I get.
1. QB is up to date
2. Quickfix my file ran and after reopening QBD, error persisted
3. Ran File doctor, reopened QBD and error persisted
4. Switched IoS camera setting to 'Most Compatible'. Tested with another receipt image with QBD app and error persisted.
I have no way that I know of to check the file format of the pictures of the receipts since the image is taken using the QBD app and sent directly to QB. If they are saved in a location where I can check the file format, please let me know. Otherwise, the error is still persisting.
I am not able to create a register transaction from the receipt either. After snap uploading a new receipt, I select all appropriate dropdowns, etc. and I get a failure in transaction creation, image of which I will attach in another reply.
Thank you for the additional information, @Matt S.
First off, I appreciate the effort you've exerted into this. What I can do is point you in the right direction for support. You can consider contacting support. This way, a representative from QuickBooks Desktop support can review and check your account to determine the root cause of the problem. To begin, here's how:
For Pro, Premier, Plus. You can contact us Monday to Friday from 6 AM to 6 PM.
For Enterprise, you can contact us any time, any day.
Additionally, here are some articles to help you in the future:
I'll be here in the Community if you need further assistance with your concern. Assisting you is my number one priority. Keep safe and have a good one!
Was this issue ever solved? I am having the same problem.
Were you ever able to have this resolved?
Hello, Kelsey.
I have a bunch of solutions to help you fix the errors in the Receipt Management page.
While waiting for their reply regarding the resolution, let's do the following steps to fix the Receipt Management errors.
To reiterate, we want to make sure that your QuickBooks version is updated to the latest release. Also, have you tried running the Tool Hub to fix the issues?
If not, we'll want to download and run the Tool Hub to scan and fix the errors in the Receipt Management center.
0We can get the latest version and follow the steps here: Fix company file and network issues with QuickBooks File Doctor.
The errors can also be caused by having different login ID's. So what we can do is to make sure our company login (not the user or admin account but the Intuit account) matches with the account used to log in when accessing the Receipt Management feature.
If a different account was used to log in, we can log it out by going to the My Company page:
Closing and re-opening QuickBooks Desktop can also prompt the program again to show the login window.
If you'd like to know more about the Receipt Management center, we can use this article as a reference: Upload receipts to QuickBooks Desktop Pro Plus, Premier Plus or Enterprise.
After fixing the error messages, would you like some assistance in reconciling your bank account? This article can help: Reconcile an account in QuickBooks Desktop.
I'm still around if you have other concerns regarding your receipts. If you'd like to manage other transactions or uploaded data, let me know and I'll gladly help you out again.
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