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simonclub
Level 1

I cannot create an expense from either my app or pc after taking a snap of the bill. It does not ask for payment details.

This has never been an issue before. It will create the bill but will not allow me to create the final expense.

1 Comment 1
ShangY
QuickBooks Team

I cannot create an expense from either my app or pc after taking a snap of the bill. It does not ask for payment details.

Hi there, @simonclub. I'll share my insights about why it does not ask for payment details when creating a bill after uploading the document.
 

QuickBooks creates either a Bill or an Expense based on what it detects in the document you upload. A bill is meant to be paid later, so it won’t ask for payment details at creation. You record payment separately using Pay bills.
 

In order for you to enter payment details, you have the option to choose Receipt as the document type. Here's how:
 

  1. On your PC,  go to All apps.
  2. Select Accounting then, Receipts.
  3. Proceed to the For review tab.

    image_720.png

  4. Select the receipt/bill in question. (if routed to matching a transaction click Edit receipt details)
  5. Choose Receipt under Document type.

    image_720.png

    image_720.png

Since you've already chose Bill as the document type based on what you described, use Pay bills function to close the bill out.
 

As for your concern about being unable to create a final bill expense, did you receive an error message? Can you describe the behavior when you try to create one?
 

In the meantime, I recommend refreshing the page. If the issue persists, log out and back in.


Keep us posted if you have any other concerns or additional questions.