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MaryG0
Mar 9, 2023 4:40 PM UTC
Solved

Receipts

My bank account is connected to quickbooks online. Do I still need to upload receipts for purchases that came out of the bank account or do I only upload the receipts for purchases that were paid cash?

Carneil_CAnswer
Mar 9, 2023 6:21 PM UTC

Hello there, @MaryG0. 

 

I'd be delighted to address your concern about uploading receipts in QuickBooks Online. 

 

Although you can either upload receipts for purchases from the bank account or receipts for purchases paid in cash, we don't recommend doing them at the same time. Thus, it can cause duplicates in your transactions.

 

There are several ways to add receipts. You can refer to this article and follow whichever procedure you prefer: Upload your receipts to QuickBooks Online. 

 

Also, you can see these handy resources to help you organize your transactions in QBO: 

 

 

I'll gladly help you with any other questions about receipts or QBO-related tasks. Have a good day, and keep safe always. 

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5 replies

Carneil_CAnswer
Mar 9, 2023 6:21 PM UTC

Hello there, @MaryG0. 

 

I'd be delighted to address your concern about uploading receipts in QuickBooks Online. 

 

Although you can either upload receipts for purchases from the bank account or receipts for purchases paid in cash, we don't recommend doing them at the same time. Thus, it can cause duplicates in your transactions.

 

There are several ways to add receipts. You can refer to this article and follow whichever procedure you prefer: Upload your receipts to QuickBooks Online. 

 

Also, you can see these handy resources to help you organize your transactions in QBO: 

 

 

I'll gladly help you with any other questions about receipts or QBO-related tasks. Have a good day, and keep safe always. 

    MaryG0Author
    Mar 10, 2023 2:52 PM UTC

    Thank you!!!

    SirielJeaB
    Mar 10, 2023 5:57 PM UTC

    You're always welcome, @MaryG0.

     

    I'm delighted that my colleague, CArneil_C, was able to provide a solution for uploading receipts in QuickBooks Online.

     

    If there is anything else you need help with any QuickBooks-related concerns, don't hesitate to drop by again. The Community is always looking forward to helping you. Have a successful year!

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