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Other questions
The extracted information depends on the uploaded files, @rob94708. I'll provide details to help you ensure that QuickBooks will treat them as bills.
The system will only extract information based on the documents you attach. It could be that you uploaded the wrong file, which is why the system treated it as a receipt.
Make sure you capture or attach the correct file from the Receipts tab. If it's incorrect, you can simply click the dropdown icon in the Action column and select Delete. Then, upload the correct receipt.
If the issue persists, try completing the process using a private or incognito browser and logging into your QuickBooks Online (QBO) account. This way, you can access the most recent version of the webpage without storing data that might cause display issues. Feel free to use any of these keyboard shortcuts to open an incognito window:
- Google Chrome: Ctrl + Shift + N
- Safari 11 or newer: ⌘ + Shift + N
- Mozilla Firefox: Shift + Ctrl + P
- Microsoft Edge: Ctrl + Shift + N
If it works, clear the cache of your original browser to start fresh, or use another supported, up-to-date browser to narrow down the results.
Once your bills are uploaded, review and categorize them into the correct accounts to help you organize your transactions seamlessly. Then, reconcile the account to match it with your bank statement.
Also, we have QuickBooks Live Expert Assisted, who are always available to help you with best practices in setting up and making the most out of QBO.
Keep me in the loop by tagging me in your reply if you have more queries about uploading bills and receipts in QBO. We're determined to help.