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July 29, 2022
Question

I just scanned my very first receipt but my name doesn't show under "Payment Account" dropdown menu. How do I register my account without linking my bank account?

  • July 29, 2022
  • 1 reply
  • 0 views
My partner, on the other hand, found his name in this dropdown menu even though he hasn't linked his bank account yet. My partner is the one who bought and registered quickbooks so that might have something to do with it, and his i Phone had different interface compared to my android.

1 reply

July 29, 2022

Hi takamikivan-tree,

 

Welcome to Community!  Uploading your receipts to QuickBooks Online is a great time saver when you're on the go.  It's important that you're able to upload your expenses effortlessly so you can get back to what you love.  I'd be happy to assist!

 

QuickBooks provides the option to upload your receipts from your computer, mobile device or from your email account.  You can add an account for the transactions in your chart of accounts by following these steps;

 

1. Log into your QuickBooks Online account from a web browser

2. Click on Settings ⚙ in the top right and select Chart of accounts

3. Hit the New button

4. Enter the Account type, Detail type, Description, and any other information as you feel necessary

5. Hit Save and close when finished

You're all set!  Your payment account is now listed in your chart of accounts.

 

If you require additional assistance, please don't hesitate to contact us.  Your success is our number one priority and we'd be glad to work with you directly, so you're back to business as soon as possible.

 

Schedule a Callback or start a Chat: click (?) Help in the upper right in QuickBooks Online > enter "Contact support" > hit Contact Us > provide a brief summary of your situation > hit Let's Talk > choose Get a callback or Start a Chat.
Social Media: Facebook, Twitter, and Instagram.
Support hours are from Monday to Friday between 9 a.m. and 8 p.m. ET.

 

Feel free to reach back out with any other questions.  We're here for you!