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Cap72587
February 1, 2024
Question

Receipt Upload Epson RR600 Quickbooks Online

  • February 1, 2024
  • 1 reply
  • 0 views

Bought an Epson RR-600W and wanted to scan my receipts and have them match current expsenses in Quickbooks Online.

It will sync and put the receipts into QB Online but it creates a new expense and does not match.

 

How can we do this?

1 reply

K
Kurt_M
February 1, 2024

Hi there, @Cap72587. We'll help you match your receipts with your expenses inside QuickBooks Online (QBO).

 

When scanning the receipts using the printer and having them available inside the program, please know that the option to match them with your existing expenses is under the Arrow dropdown button below the Create Expense button on your Receipts page. We'll write down the steps to get you going:

 

  1. Access your QuickBooks Online company.
  2. On the left navigational bar, go to the Transactions tab.
  3. Select Bank Transactions.
  4. Go to the Receipts page.
  5. In the For review section, locate the receipt and then click the Dropdown arrow below Create expense.
  6. Choose Find a Match.
  7. Enter the necessary details.
  8. Once you're ready, click the Match button.

 

Furthermore, see this page to help you manage bank transactions, and receipts inside QBO:

 

 

Don't hesitate to comment below if you need assistance managing your receipts or have any additional QuickBooks-related questions. We'll be around to help you out again. Keep safe.

5
58TAXES
November 9, 2024

When i upload a receipt using the Epson RR-600w it is not attaching it or matching it to an existing transaction--what it is doing is create a whole new account in the chart of accounts---does anyone have this issue? if so how did you fix it?

thank you

J
JoanaC
November 9, 2024

Let me share more information about receipt upload using Epson, Taxes. 

 

When you import your receipts using the Epson RR-600W, QuickBooks automatically generates a new expense account to categorize and store the transactions.

 

When the Epson scanner is connected to QuickBooks Online (QBO), it seamlessly integrates with the platform, allowing for automatic recording of your receipts without requiring manual entry.

 

In step 2 of this article, you can follow the steps to review, add, or match receipts.

 

I'll be here if you still have questions about your receipts or anything QuickBooks-related. Have a great day.


 

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