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M
mbutler22
October 2, 2024
Question

Where did the drag/drop box go in the Receipts section?

  • October 2, 2024
  • 1 reply
  • 0 views

Please put it back! Now there are 3 more steps just to get an invoice in. I use this feature all day every day.  I am not interested in downloading all my docs to googld drive first.  I"m not interested in saving all my docs to my hard drive first in order to drag them.  I'm not interested in email forwarding.  If quickbooks wants to add features, go ahead, but why do you take away what we use every day??

Why do you keep changing what is working?  Please put it back for your customers who use it.  I'm begging.

1 reply

R
Rasa-LilaM
October 2, 2024

I want to ensure you have a better experience when using all features in QuickBooks Online (QBO), particularly the Receipts function, mbutler22. I've got some steps to help get the drag and drop option to appear in your company.

 

Data accumulation can sometimes result in unexpected responses in the online program such as buttons not working properly, and webpage issues. Let's log in to QuickBooks Online (QBO) in private browsing or incognito mode. This is to determine if the stored data in your browser is preventing the drag and drop option from appearing in the Receipts section. 

Here are the shortcut keys to bring up private browsing in each browser:
 

  • Google Chrome: Press Ctrl + Shift + N.
  • Safari 11 or newer: Press ⌘ + Shift + N.
  • Mozilla Firefox: Press Ctrl + Shift + P.
  • Microsoft Edge: Press Ctrl + Shift + P.

If this works, shift back to your regular browser and clear the cache and cookies to start fresh and boost its overall performance. Otherwise, utilize another supported browser.

 

Also, I'll be sharing these resources that contain instructions on how to bring your receipts via email and using your mobile device:

 

Additionally, review and categorize your expense receipts or bills to the correct accounts to keep your records organized and streamline the reconciliation process.

 

Stay in touch if you have additional questions about managing your expenses or concerns about how to handle a specific accounting task. The Community is always ready to provide the guidance you need. 

M
mbutler22Author
October 2, 2024

I'm not sure what in the world you are talking about.  Are you not aware of the update on quickbooks online in the receipts drag/drop section?  There is no longer a box to drag/drop. There is only an option to set up email forwarding or uploading files from goodle drive, or a new AI uipload receipts box after licking a few buttons that only allows ffiles to be dragged from my hard drive.  (not allowing me to drag pdf attached files directly from my emails in outlook.)  This box takes about 4 times as long for a file to be added to the list of receipts.

 

This update is unacceptable.  This is too many steps.  What can be done to restore the regular drag/drop box that has been there for years?!!!

R
RheaMaeH
October 2, 2024

This isn't the experience we'd want you to have, mbutler22. Allow me to route you to the appropriate support to resolve the disappearance of your drag-and-drop box.

 

We truly appreciate how valuable the drag-and-drop feature is for managing your receipts efficiently. Since this issue persists, I recommend contacting our support team. They have the expertise and tools to initiate a screen-sharing session, review your account, and investigate this matter further.

 

Here's how:

 

  1. Log in to your QBO account.
  2. Click (?) Help button at the top right corner.
  3. Go to the Search tab, then select Contact Us.
  4. Type a summary of your concern and click Continue.
  5. Choose a way to connect with us: select Start a Chat or Get a Callback.

 

To ensure we address your concern promptly, refer to this article for our support hours: Contact QuickBooks Desktop support.

 

Additionally, you can add and delete attachments to customer and vendor profiles. This allows for more organized recordkeeping.

 

Please keep me updated on how it goes about the drag-and-drop feature for receipts. Just leave a comment below, and I'll get back to you.

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