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olalonde
February 16, 2022
Question

How to get to the Transactions section?

  • February 16, 2022
  • 1 reply
  • 0 views
I am trying to follow this tutorial for uploading a bill PDF from my computer to Quickbooks Online: https://quickbooks.intuit.com/learn-support/en-us/help-article/import-transactions/upload-receipts-bills-quickbooks-online/L862MmZHn_US_en_US The tutorial says "Go to Transactions, then Receipts". However, there is no "Transactions" section anywhere in my Quickbooks Online. All I'm seeing in the left navigation menu is: New Banking Sales Cash flow Expenses Employees Reports Taxes Accounting Apps If I click New, there are a bunch of links but none of them is "Transactions". Help appreciated!

1 reply

AlexV
AlexV
February 16, 2022

Hi olalonde!


Allow me to assist you in uploading a receipt.


The Transactions menu is the same as the Banking menu. Please note that there are differences with the user interface and features depending on the location and plan.

 

With regard to the Receipts feature, this is not available in the international versions on QuickBooks Online. However, you can manually attach the PDF file. Open or create a transaction like Expense or Bills, then click and select, or drag the attachment in the Attachments section.


I added these links if you need more help with uploading attachments and linking your bank account:

 

Leave a comment below and I'll respond as soon as I can. Take care!

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