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KMoore319
October 7, 2024
Question

Report of which transactions have an attached receipts

  • October 7, 2024
  • 1 reply
  • 0 views

I am trying to see which bank transactions have a receipt attached.  I know I can click into each transaction and see if the receipt / bill is linked, but I would like to pull the full list (specifically of transactions missing receipts!)

 

I am also having trouble with receipts linking to transactions.  I have scanned in many receipts, and even when I go in and adjust the dates / details on the receipt, it won't pull up from my transactions.  

 

Thirdly:  am I correct that once a transaction has been categorized, QBO will not link a receipt to it?  I have had no success with this.  The only way I have figured out how to do this is to uncategorize the transaction, manually link the receipt, and then recategorize the transaction.  This does not seem logical!

 

Thank you for your help!

1 reply

A
Anonymous
October 7, 2024

Handling reciepts in QuickBooks Online is easy, @KMoore319. Let me discuss this in detail.

 

For your first concern, pulling up the complete list of transactions with missing receipts reports is unavailable in QBO.

 

For your second concern, to troubleshoot issues with receipts not linking to transactions in QBO, you can follow these steps:

 

  1. Sign in to your QuickBooks Online account.
  2. Go to the Transactions menu, then click on Receipts.
  3. From there, choose either Upload from computer, Upload from Google Drive, and Forward from email.
  4. Review, edit, add, or match the receipts to existing transactions in the Receipts tab.

 

If the receipt still won't pull up from your transactions, try clearing your browser cache and cookies or using a different browser. If the issue persists, please provide more information about the error message or prompt you are receiving.

 

Regarding your last concern, you're correct that once a transaction is categorized in QuickBooks Online (QBO), the only way to attach the receipt is to remove the category, manually attach the receipt, and then re-categorize the transaction. Moving forward, please ensure you attach the receipt while the transaction remains uncategorized.

 

Nevertheless, I've included this helpful article to assist you in effectively reconciling your accounts so they always match your bank and credit card statements: Reconcile an account in QuickBooks Online.

 

Feel free to post a reply if you have other questions about banking transactions and attaching receipts in QBO. I'll get back to you as soon as I can. Enjoy the rest of the day!

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