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cin2
February 9, 2023
Question

Reciept Managment ---Bank/Card does not exist in Quickbooks. To use this Bank/Card in Quickbooks, you need to first add it to your company file.

  • February 9, 2023
  • 1 reply
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Bank/Card does not exist in Quickbooks. To use this Bank/Card in Quickbooks, you need to first add it to your company file.

Can someone please tell me what format this is supposed to be in. I have the main bank account listed and i want to match the debit cards to the main account. I am not using bankfeeds to download. Is this something i need to turn on to make this work in Receipt management?

1 reply

JoesemM
JoesemM
February 14, 2023

Hi there, @cin2.

 

I'm here to share some insights about correct format  in uploading the receipt and matching your debit cards to the main account.

 

In QuickBooks Desktop (QBDT), the only supported PDFs and images for iOS are JPEG, JPG, GIF, or PNG format. Once the receipt is uploaded, QuickBooks automatically pulls dates, amounts, vendors, and the last four digits of the credit card from the image.

 

Here's how:

 

  1. Go to the Vendor menu, then click Receipt Management.
  2. Choose the Intuit Account you use for the company file.
  3. Drag and drop your receipts into QuickBooks or select browse to upload, then select your receipts.

 

For more information on uploading your receipt using mobile devices, email, and google drive, see this article for reference: Upload receipts to QuickBooks Desktop Pro Plus, Premier Plus, or Enterprise.

 

Also, you can utilize the Verify and Rebuild feature in QuickBooks. This will resolve the most common data integrity issue in your software.

 

Additionally, I'll be sharing these articles that will help you match your transactions and reconcile your account in QuickBooks:

 

 

If there's anything else that I can help you with, please let me know in the comments below. I'll be here to lend a hand. Keep safe.

D
Deb2021
April 19, 2023

We use receipt management for our techs in the field to upload receipts from their company credit card for materials, gas etc.  I know how to review them in receipt management, select correct Bank/Card, Class, Account, Job etc.  My issue is when we have a tech in the field that does NOT have a company credit card and submits the receipt through receipt management for REIMBURSEMENT.  How do I enter the expense in QB to the correct Account when the drop down for Bank/Card doesn't exist?  (I know how to reimburse it on their paycheck - it links to our Employee Reimbursement COA) Thanks so much for the help.

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