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L
lisa-2i-t-com
May 14, 2025
Question

Bank Transactions - Receipts

  • May 14, 2025
  • 1 reply
  • 0 views

Once you have categorized a transaction, is there a way to see if there is an expense attached in the 'categorized' tab? If not there, is there a report we can pull that shows which transactions have receipts?

 

Thanks!

1 reply

M
MoiraskyeT
May 14, 2025

Yes,  once you've categorized a transaction in QuickBooks Online (QBO), you can easily view any attachments associated with it directly in the transaction details, Lisa. Let me guide you on how to do this:

 

  1. Navigate to the Transaction menu and select Bank transaction.
  2. Choose Go to bank register.
  3. Select the small gear icon.
  4. Check the box next to Attachments.
  5. Use the funnel icon to filter the transactions by expense and make sure it's clear.

 

 

 

This process will display a column showing all the categorized expense transactions that include attachments, making it simple to manage and review your financial information.

 

To learn more about attachments, you can read this article: Attachments in QuickBooks Online.

 

You might also want to visit our Reports and accounting page to learn some best practices for managing reports in QBO.

 

I'm here if you have more questions about viewing attachments in QBO. Just leave a comment below and tag me, and I'll make sure to follow up with you.

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