Hi,

Thanks for the reply and for clarify that you can scan in receipts at any time. That’s actually not what an email customer service rep told me. 

The matching of transactions is is clearly not working I have several sat in my unreviewed list that are obviously the same in both amount and vendor name but they are not finding each other. Even you own quickbooks invoice has not matched up.

Is it an issue with timing? I read about a 24hr period where they search for matches, do they both need to have been uploaded within that period?

Its really frustrating. I thought that scanning in a receipt as soon as you get one was a great way to simply the accounting but it seems that I am spending more time downloading scanned receipts and re adding them to the bank transaction is taking more time than my old paper accounting system

please help...