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Gentek
January 9, 2022
Question

Possible to go back further with receipt matching?

  • January 9, 2022
  • 1 reply
  • 0 views

The receipt import feature is nice since we get hundreds of invoices (receipts) from a vendor we use all the time.  Some of them don't get input right away and that's our fault, but it would be VERY nice if we could go back at least 1 year for online banking matches to the imported PDF receipts!

 

Not sure if this can be changed in my account settings, or on the back-end on my account possibly?

1 reply

JessT
JessT
January 9, 2022

Hi Gentek!

 

I'm glad that you like the receipt forward feature. I'll help you with your concern, but could you please clarify. When you say go back to at least 1 year, do you mean you want to redo them?

 

Redoing or undoing the uploaded receipts can be possible, but this might be a lot of work for you. I suggest going with the added receipts in the register and making changes to the ones that need to be changed. But to do this anyway, you can just go to the Receipts section on your Banking page. Then, go to the Reviewed tab and undo the transactions. You can test one or two transactions to see the result.

 

The undone transactions will go back to the For Review tab. From there, you can categorize and add or match them to your entered transactions in QuickBooks.

 

The matched or added receipts can be matching entries to your downloaded bank transactions.

 

Let me know if you have other concerns. Take care and have a good one!

G
GentekAuthor
January 9, 2022

Sorry, I should have been more clear.

 

I'll use our current situation as a good example:

 

Let's say I have 300 transactions under the Banking tab for the company credit card.  I take 300 invoices (receipts from my vendor) and drag them into the receipt tool in QBO.  Anything after say June 2021 will show in the banking tab under the CC with a green 'MATCH' button next to the transaction.  This allows you to just quickly confirm the match and move on, and it will auto-attach the PDF from the receipt tool to that transaction.

 

Anything earlier than June, will not find a match, even though it's there and the amounts are correct and a match...  It appears to be a function of time (I'm guessing 6 months since that's how other banking matches go for things like invoices and journal entries).

 

Hopefully that makes more sense!

 

Thanks,

C
Charies_M
January 10, 2022

Thanks for sharing additional clarifications regarding your concern, Gentek.

 

Let's perform some basic troubleshooting to isolate this issue with matching receipts.

 

If QuickBooks is unable to match, you'll want to use an incognito window. This helps check if this has something to do with the browser you use. Browsers have caches that temporarily save your browsing data. When it's full, you could experience unusual behaviors in QuickBooks like non-loading pages, unresponsive buttons. Below are some of the keyboard shortcuts that you can follow:

 

  • Google Chrome: Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Safari: Command + Shift + N
  • Microsoft Edge: Ctrl + Shift + P

 

If this works, try to clear your browser’s cache. There are times unexpected behavior occurs. You can always get back to me here in the forum if you have follow-up questions. Please take care.

 

To guide you with the complete workflow of managing receipts attachments, visit this article: Capture and categorize receipts and bills.

 

I also added our help articles where you can learn more about banking, account management, and many others. You can select each to view them.

 

If you have any other questions about your banking transactions or receipts, please let me know by adding a comment below. I'm always here to help. Have a good one!

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