Hello there, Kalasin. I understand you're looking to streamline the process of setting the default receipt type to "bill" and aligning the due date with the receipt date automatically. Let me share some insights and options regarding this matter.
QBO automatically creates transactions based on the information from the receipts you upload.
Regarding the capabilities of our current system setup, it appears that these specific default options are unavailable. However, you can still achieve your desired outcome by manually changing the Receipt type to "Bill" and adjusting the due date each time you create a receipt.
Here's how you can do it:
- Navigate the Transactions tab and select Receipts.
- Locate the receipt that you upload and click Review.
- From the Document Type dropdown, choose Bill.
- Enter the information needed.
- If you need to add more info about the bill, you can utilize the Memo field.
- Click Save and Next or Save and Close.
This manual approach will help keep your records organized as you prefer.
For additional guidance on uploading receipts and linking them to existing transactions, you can explore the article: Upload your receipts to QuickBooks Online. While this article is tailored to the US version of QuickBooks, the outlined procedures remain applicable to global users of QBO as well.
Moreover, if you're interested in learning how to incorporate attachments to your transactions within QBO, I recommend reviewing the helpful article: Add or delete attachments in QuickBooks Online. This resource provides detailed instructions and can serve as a useful reference for managing your attachments effectively.
If you have any questions or need further assistance navigating QuickBooks Online, please don't hesitate to reach out, Kalasin. We're here to help ensure that your experience is as smooth and efficient as possible.
