Hi there. A receipt was uploaded in the incorrect amount, but was marked billable and the invoice has already gone out. I now have the bank transaction for the correct amount, but I cannot match them. What’s the easiest way to go about this?
Hi Tara40,
It's great to hear that you're taking advantage of the receipts feature to track, categorize and reconcile your transactions. When things like this happen, making it difficult to match your receipts based on the amount, QuickBooks Online has you covered. I'd be happy to assist you!
Here's how to edit the amount on the receipt so you can match the transaction:
1. From the +New button in the top left of the side menu, select Expense
2. Click on the circular arrow in the top left to view the history
3. Scroll down the list to View More
4. Locate the expense and open it
5. Ensure the Payment Account, Payment Date and Payment Method match the transaction
6. Edit the Amount
When finished, hit Save and Close
That's it! You'll see the transaction in your bank feed as a Match.
Thanks for being a part of the QuickBooks family! Take care and enjoy the rest of your day!
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