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ecbacc
ecbacc
June 23, 2024
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How to Match an Income Receipt to the Correct Transaction in QuickBooks Online

  • June 23, 2024
  • 1 reply
  • 0 views

From my dashboard, the TASKS section includes ‘Review 1 receipt’. I click the ‘Go’ button for that task and it goes to the Transactions screen where the receipt is listed. Under the ACTION column, I can select ‘Find a Match’. This takes me to the Uploaded receipt screen where I can select a Payment account to begin searching for transactions. The search results table retrieves only ‘Expense’ type transactions for the selected account. The receipt was for depositing income. How can I match the receipt to an income type transaction?

Best answer by ShyMae

The receipts feature in QuickBooks Online is designed for expense transactions only, ecbacc. I'll provide more information about this.  

 

When you scan or upload income receipts, the system will recognize them as expenses, because this feature is specifically designed for expense transactions. That's why you were asked to select a payment account. 

 

Matching income receipts to income-type transactions isn't possible. In this case, you can consider removing the transaction.

 

To delete the receipt:

 

  1. Hover over the Transactions menu, then click Receipts.
  2. Look for the income receipts and hit the Action dropdown.
  3. Press Delete.
     


I recommend uploading receipts you received from your vendors moving forward.

For additional reference, here are some resources you can visit to help manage your bank and income-type transactions:

 

 

If you have further questions, tap the reply button below. I'll get back to you as soon as possible. Have a good one, ecbacc! 

1 reply

S
ShyMaeAnswer
June 24, 2024

The receipts feature in QuickBooks Online is designed for expense transactions only, ecbacc. I'll provide more information about this.  

 

When you scan or upload income receipts, the system will recognize them as expenses, because this feature is specifically designed for expense transactions. That's why you were asked to select a payment account. 

 

Matching income receipts to income-type transactions isn't possible. In this case, you can consider removing the transaction.

 

To delete the receipt:

 

  1. Hover over the Transactions menu, then click Receipts.
  2. Look for the income receipts and hit the Action dropdown.
  3. Press Delete.
     


I recommend uploading receipts you received from your vendors moving forward.

For additional reference, here are some resources you can visit to help manage your bank and income-type transactions:

 

 

If you have further questions, tap the reply button below. I'll get back to you as soon as possible. Have a good one, ecbacc! 

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