Solved
No receipt for a transaction
Hello, in case I don't have a receipt for a business transaction, do I still press "add" when reviewing the transactions in "Banking"? Or do all the transactions have to be matched with receipts? Thank you.
Hi there,
Running your business with QuickBooks Online means that you'll be able to take advantage of tons of smart tools, like the Receipt Scan feature. This tool makes it so handy to store digital copies of your receipts, as well as to create expenses and bills in QBO. If you don't have a receipt to go with a transaction, don't worry. You won't need that to match your bank records with QBO.
The option to scan and attach receipts to transactions in QBO is completely optional. This feature simply allows you to throw away your paper copies for easy organization. If you don't have a receipt for one of your bills or expenses, you can still add or match the transaction using the bank feed.
Here's more information about adding or matching in QBO: Categorize and match online bank transactions in QuickBooks Online.
If you've already created a record of your transaction in QBO, you'll use the Match option. If the transaction hasn't been entered yet, you can use the Add option.
That's all there is to it. I hope this helps clarify things for you.
Take care.
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.