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border2border
July 24, 2020
Question

Receipts won't match banking transactions

  • July 24, 2020
  • 1 reply
  • 0 views

Hello, 

I need some help with the new receipts feature.

So I use the app to snap my receipts and then go into quickbooks online and the banking tab to review transactions/expenses, after I've reviewed/accepted them then that I go and match the receipts to the transactions/expenses.

Some of the receipts automatically match and other don't. My issue is with the ones that don't match because if I fill out the receipt info (date, tax, supplier, etc) manually and then add it, it adds a whole new transaction to quickbooks, when I don't want it to do that! I only want to match it to the transaction that's on my bank feed and in the banking tab (that I've reviewed). 

 

This is also a major issue if I have a bill that was paid over a few days but I only have the receipt for the whole bill because I can't match a receipt to multiple transactions. 

 

Is there anyway to go around this?

1 reply

J
JamesDuanT
July 24, 2020

Hello border2border,

 

When using the Receipts feature in QuickBooks Online, the image should only contain a single receipt or bill. Matching a lump receipt (single image) to multiple bills is not yet possible. This is where your issue is coming from.

 

To get around with this, I'd recommend entering and paying the bills manually. From there, you can match the bill payment to the bank transactions that reflects in the Banking (For Review) page.

 

Then, you can delete the image from the Receipt tab.

 

I'd also recommend sending feedback about the feature so we can improve it to suit your business needs.

  1. In the Receipts page, click the Give feedback button.
  2. Enter the details of your suggestion.
  3. Click Next.

We'll be right here if you need anything else.

B
border2borderAuthor
July 24, 2020

Ok thank you that answers half of my question but what about when it just won't match a single transaction. 

 

I currently have one that I'm having trouble with thats an expenses of $59 and I review and accept the transaction but then in the receipts tab the receipt I've uploaded won't match to the transaction and if I fill out the receipt info manually and add it, it adds another $59 to my books which then puts it all out of whack when it comes to reconciling etc. 

 

How do I match receipts to transactions/expenses when it wont automatically match them?

O
Olafandmaggie
October 10, 2020

I have the same exact issue. I have numerous receipts that have been captured and show the correct information for the transaction that has posted to Quickbooks and has been accepted, but the receipt won't show a "match" option. 

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