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GardenCity
February 1, 2023
Question

Uploading receipts

  • February 1, 2023
  • 1 reply
  • 0 views
I use my QB App to upload receipts to transactions and categorize them, and then I later go into QB Online and I see the items are their under "For Review" but they don't show the categorization or the attachments I uploaded. I sometimes would see them there waiting for "confirm"...but why am I only seeing some and not others?
 
 

1 reply

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GardenCityAuthor
February 1, 2023

I answered my own question. Found the transactions I entered under "Expenses" but they were not matched to the bank transactions because the "Payment Account" was showing as my name and not the checking account. As soon as I selected the bank account and saved - on the "For Review" tab my transaction was showing matched and ready to "Confirm". YEY

DHeraV
DHeraV
February 1, 2023

Hi there, @GardenCity. 

I'm glad that you're able to find an answer. The solution that you shared will be a great help to other QuickBooks users.

 Feel free to visit us if you have further concerns about the uploading of receipts. We'd be happy to help.


Have a great day ahead!

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