Question

Have any questions for our team about Sales Receipts?

Forum|Forum|2 years ago
January 17, 2024
14 replies
0 views

We’d love to support you on your journey with all things sales receipts.

If you’ve got any questions, select ‘reply’ to post a question in this thread and have your questions answered by qualified QuickBooks Online experts.

Hopefully, you’ll help other QuickBooks users with the same questions out in the process!

QuickBooks Online

M

maximilian123

I received a remittance advice = payment indication of one of my customers and uploaded it via the snap invoice function.

Now it shows are receipt = something I ordered and paid for - but it is the opposite: I got paid for the services.

How can I "convert" that scan from receipt to deposit?

Many thanks, max

S

SarahannC

We appreciate you utilizing this thread to find a solution to your concern about the receipt uploaded to your books, maximilian123.

Before anything else, can you confirm if you uploaded the receipts under the Receipts tab from the Transaction menu? This area is intended where you upload your expense receipts and bills.

Thus, converting the receipt to deposit from there is not an option. Since this isn't an expense, you can delete it. Before proceeding, make sure it is not an expense receipt.

Go to the Transaction menu and select Receipts.
Find the uploaded one. Then, choose the one you need to remove.
Click the Batch action drop-down arrow.
Select Delete selected.

You can handle payments from your customer from bank feed. You can check this article for more tips: Match online bank transactions in QuickBooks Online.

Please let me know if you have more concerns about handling transactions. I'll be around to help you anytime.

G

Greg2422

We have manual receipt books. I have been trying to upload receipt's into Quickbooks as a .csv file from my laptop as per the help files which gives me an error - cannot upload file.

I wish to reconcile the receipts with the amount deposited into the bank.

Can this action happen?

Greg

C

Carneil_C

Hello there, @Greg2422.

I'm here to provide information about uploading receipts so you can upload them seamlessly in QuickBooks Online.

Please know that QuickBooks supports PDF, JPEG, JPG, GIF, and PNG images when uploading receipts. Thus, the CSV file format is for transactions. It might be why you've encountered an error while doing the process. Thus, you can consider converting them into the supported format.

Check out this article for more details about uploading transactions, receipts, or bills into the system: Manually upload your transactions, receipts, and bills into QuickBooks Online.

When everything is settled, you can visit this reference if you want to reconcile your accounts in the future to keep your books balance: Reconcile an account in QuickBooks Online.

Stay in touch if you have any other questions or concerns about receipts in QBO. I’ll be right here to answer them for you. Keep safe always.

A

ATD17

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L

lehung-trinh78-g

Hi there,
I’m using the same account to log in to two different companies on QuickBooks Online. Due to a mistake, I uploaded many invoices for one company into the profile of the other company. How can I transfer all the mistakenly uploaded files back to the correct company?

Thank you

I

IntuitSheila

Hi Lehung,

Thanks for posting in the Community!

You can use the Batch action function to delete multiple invoices in QuickBooks Online. Here's how to:

Click on the Sales tab.
Click on All Sales.
Select the invoices uploaded and click on Batch actions.
Click on Delete.
From the pop-up box click on Yes to confirm action.

That should delete the invoices from the QBO file. You can also check the steps attached to this link for more details about: Void or delete transactions in QuickBooks Online.

Feel free to reply to this post if you need more help with your transactions in QBO. Have a great day!

L

lehung-trinh78-g

Thank you for your answer.

I think there’s a misunderstanding here. Let me explain my situation again. I have one account that I use to manage QBO for two companies, A and B. Due to a mistake, I uploaded several purchase invoices for company A into the data for company B. How can I transfer all the uploaded files from company B’s data to company A’s data without having to re-upload all these invoices?

I

IntuitAika

Hi lehung-trinh78-g,

Please allow me to join the thread. Just to confirm, may I know if you have two QuickBooks Online accounts for both companies? If yes, we may need to delete all invoices that were uploaded to the wrong company file and re-upload them to the correct one. You may refer to the steps provided by my colleague on how to bulk delete these incorrect invoices. Once done, please log in to the correct company file and import invoices.

For your reference, you may check this article: Import multiple invoices at once in QuickBooks Online.

Feel free to drop a comment below if you have any other questions, we're here to help you.

A

Ariasisa

I created some sales receipt in order to adjust some payments that were done months ago, so I didn't want to charge them so I uncheck the box of the credit card payment but when I see transactions I found that all of them were charged for no reason and they are in pending (the real payments in general appears like pending and then in capthure and founded.) I don't know what to do? They are charged? or just they are showing me that there's a sales receipt done? How can I fix it without refund my clients and make them mad?

How can I stop creating them wrong?

I

Irene R

Welcome to the Community, Ariasisa.

Let me help you out with the unwanted charges that have been going on in your QuickBooks Online account.

It is best to reach out to the payment provider you've integrated into your QuickBooks Online to understand and verify the charges credited to your customers even when the credit card payment option is unchecked. Your payment provider will be able to help you out and guide you on fixing this matter.

You can check their contact information through the app information in your QuickBooks Online account. Let me guide you through it by giving you steps to follow below:

On the left panel, select Apps.
Choose the payment app you've integrated into your QBO account on the Overview page.
Scroll down till you see the Contact and Support information.

With this information, you can connect with them and inquire about the charges related to your sales receipt in your QBO account.

Additionally, you can refer to these helpful materials when incorporating payments in your QBO account with Paypal:

If you have other questions about the charges in your QBO, return to this thread. The Community will be at your aid 24/7, Ariasisa. Keep safe!

L

liz0602

I have 2 businesses linked to my Quickbooks Self Employed Account.

If I want to upload a receipt manually, how do I ensure it goes into Business A, not Business B and Vica Versa?

I know you can Categorise but that; 's only if you have one business.

TIA

E

Ethel_A12

I'll share information about uploading receipts to your QuickBooks Self-Employed account, @liz0602.

Before we proceed, I would like to verify if you're referring to a business bank account linked to your QuickBooks Self-Employed account.

When you link your bank or credit card accounts to online banking in QuickBooks Self-Employed, the system verifies your downloaded transactions. It attempts to associate forwarded receipts with transactions from your bank and matches them with manually entered transactions.

If no match is found, QuickBooks will generate a new transaction based on the forwarded receipt.

Once the transaction is in QuickBooks Self-Employed, you need to categorize it.

If you will need to export receipts from QuickBooks Self-Employed, you can read this article to guide you through the steps: Export receipts from QuickBooks Self-Employed.

Feel free to click the Reply button below if you have questions about uploading receipts in QuickBooks Self-Employed. I'm always here to help. Have a great day.

A

Alon1

I need to change information and look on our statements how can i edit the statement form?

I

IntuitAika

Hi Alon1,

Thanks for posting in the Community!

As of the moment, we don't have an option to customise a statement in QuickBooks Online. In the meantime, I recommend submitting direct feedback to our Product Engineers, they might add the feature to customise statements to our future product updates. Here's how:

Select Settings ⚙, then Feedback.
Enter your comments or product suggestions. Then select Next to submit feedback.

To be on a loop of the latest updates of QuickBooks, you can visit this page: New Features For QuickBooks.

Feel free to drop a comment below if you have any other questions, we're here to help you.

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