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theafrobananarep
Level 1
posted
‎April 09, 2022 12:58 AM
last updated ‎April 09, 2022 12:58 AM

Can a reference number field be added to all receipts entered in Quickbooks, to match the physical filing reference?

For example, all physical documents are filed and given a sequential reference number by me, which i can also enter into the quickbooks entry. This will assist in organising the physical receipts in an order that makes sense for my business, and this reference will assist me locating the physical document in case i need to. Scanning all receipts is a very tedious option and i would still like to be able to quickly retrieve the document. Organising the physical receipts by date doesn’t make sense in our case. They would be organised by category per month.
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1 Comment 1
JenoP
Moderator
Moderator
‎April 09, 2022 04:18 AM

Can a reference number field be added to all receipts entered in Quickbooks, to match the physical filing reference?

I have details to share that can help you save the receipt's reference number, theafrobananarep.

 

When reviewing uploaded receipts, there are fields for Memo and Reference no. You can use them to enter the physical filing reference number. 

 

r1.PNG

 

However, these details will not automatically copy over to the expense or bill payment transactions after the receipt is matched. You'll want to manually enter the reference number in the Memo field of the actual transaction (check, expense, or bill payment). 

 

r2.PNG

 

Then, run a Transaction List by Supplier report so you can easily locate it. The reference number should be listed under the Memo/Description column. 

 

r3.PNG

 

You can send your feedback or feature request about adding more details when uploading receipts. You can submit them inside QBO using these steps:

 

  1. Go to the Gear icon and select Feedback.
  2. Type in your feedback and suggestions.
  3. Click Next to submit them.

 

Feedback and customer suggestions are always considered when updates and new features are designed. You can visit and track feature requests through the QuickBooks Online Feature Requests website.

 

Check out this article as well in case you may be doing this task in the future: Export Data, Reports, Lists, and More from QuickBooks Online.

 

Don't hesitate to always get back here and post more questions if you need anything else. We're always here to guide and help you. 

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