When I match uploaded, reviewed receipts to a transaction, the information I entered on the receipt review is lost.

Hi there Thumper2.,

It's vital that all your transactions are entered correctly so that your books can be well balanced. QuickBooks Online is a great tool able to help you import transactions as receipts so you can have their image attached to the transaction in your books. I can provide some information about receipts and matching.

Since the transaction is originally generated by a bank rule, the transaction will take the information of the bank rule first and foremost. If you use the Receipts feature to then match it, the transaction will retain its original information and only attach the image. Matching can't write over the initial information in the transaction already created, this is similar to the process of matching from within the banking tab for bank transactions, as it doesn't replace the original transaction, it just says that the transaction in the books and the one in the bank feed are the same.

If you'd like the information from the receipts tab to be the one used for the transaction, you'd have to originally create the transaction from the Receipts tab first, then instead of adding the transaction with the bank rules, you'd instead match it from the banking section to the transaction you generated from the receipt.

This way you get the option to create the transaction from the receipts tab to have the correct information, then the match from the banking screen won't interfere with the already entered. If you're looking to do it this way, one thing to remember would be to turn off the bank rule in question so that you won't end up with duplicates in your books.

If you have any toher questions, feel free to reach out here.