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September 12, 2023
Question

Can bills or expenses be automatically matched to downloaded bank transactions in quickbooks online?

  • September 12, 2023
  • 1 reply
  • 0 views

I have a 3rd party app that can let me upload pdf's of receipts. They have the option to upload as bills or receipts. I  want to attach /match these pdfs to existing transactions from the bank feeds is this possible? They don't have a way to import as receipts

1 reply

September 13, 2023

Thanks for sharing your concern in the QuickBooks Community, @cbucks.

 

Currently, the option to import receipts directly and match them automatically is unavailable in QuickBooks Online (QBO). 

 

These suggestions hold significant potential for enhancing the program, and I will duly record them as valuable feedback aimed at enhancing your QuickBooks experience.

 

Furthermore, I'd suggest sending your request to our development team. This increases the likelihood of these suggestions being considered for future updates. Here's how:

 

  1. Select the Gear icon at the top and click Feedback.
  2. Enter your comments or product suggestions. Then select Next to submit feedback.

 

Rest assured, your input plays a crucial role in informing our Product Development team and contributing to the continual improvement of your QuickBooks Online experience. You can monitor the progress of your feature requests through the QuickBooks Online Feature Requests website.

 

For now, you can automatically confirm transactions this rule applies to the option that is enabled in your bank rules.

To ensure that this gets sorted out, I suggest making the feature disabled. Let me guide you through the steps on how:
 

  1. In your QBO account, go to the Banking tab, then select Rules.
  2. On the Rules page, select a rule, then click on Edit.
  3. At the bottom part of the page, disable the Automatically confirm transactions this rule applies to option.
  4. Once ready, click on Save.

 

For more details, kindly visit: Set up bank rules to categorize online banking transactions in QuickBooks Online.

 

Once done, it's a great idea to reconcile your account to make sure that they match your real-life bank statements. For more information, check this article: Learn the reconcile workflow in QuickBooks.

 

Feel free to remark with your response. I'm eager to deliver knowledge with the banking feature in QBO. Have a great day!