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lukeslandscapesl
October 26, 2022
Question

I'd like to have uploaded receipts automatically go to a default payment account. Currently, receipts upload and payment account is never found. Is there a better way?

  • October 26, 2022
  • 1 reply
  • 0 views
My real problem is the majority of my receipts not automatically matching. Maybe there is something else I'm missing.

1 reply

Angelyn_T
Angelyn_T
October 26, 2022

Welcome, and thank you for adding your first post, @lukeslandscapesl. Let me give you details about uploading receipts in QuickBooks Online (QBO).

 

Once you've uploaded your receipt, the system extracts information from it and creates a new transaction for you to review. QuickBooks matches your entries automatically once there's an existing transaction identical to your uploaded receipt. I can see that you want to upload your receipts directly to your default payment account. If QuickBooks sees no record, you need to review them manually. From there, you can place your entries to their desired accounts.

 

Here's how:

 

  1. Sign in to your QBO account.
  2. Click on Banking, then Receipts.
  3. Review your receipts under For Review.
  4. Check the labels in the Action column to find out what steps you need to take next.

 

For additional tips while managing your receipts in QBO, you can open this article: Upload your receipts to QuickBooks Online. Aside from uploading your receipts, you can also email them to QuickBooks.

 

On the other hand, if your bank is linked to QuickBooks, you can speed up the process of categorizing your entries through bank rules. You can learn more about this feature from this link: Set up bank rules to categorize online banking transactions in QuickBooks Online.

 

If you have other questions while working with your receipts or other transactions, let me know by adding a comment below. I'm always here to help. Have a good one!

K
kcgxray
June 11, 2023

Hi, I'm also interested in this solution, but the answer doesn't quite fit my needs.  

 

When categorizing the transaction manually, because it doesn't match an existing transaction, can we set a default payment account so we don't have to manually select that payment account?

 

Thanks.

 

 

L
LeizylM
June 11, 2023

I can help you set up a default payment method in QuickBooks Online (QBO), kcgxray.

 

Currently, the option to set a default payment account isn't available in QuickBooks Online (QBO). You'll have to manually select the payment account for each transaction to ensure accurate categorization and accounting.

 

We understand your need for functionality and would love to hear your thoughts by sending us feedback on your QuickBooks Online company. This enables our product developers to consider bringing back the old view.

 

Open the Gear menu and input your thoughts from there. Here's how:

 

  1. Click on the Feedback option.
  2. Type in your comments or product suggestions.
  3. Hit the Next button to submit feedback. Kindly refer to the screenshots below for guidance:

 

 

I'm adding this article that you can utilize bank rules which automatically categorize transactions for you: Set up bank rules to categorize online banking transactions in QuickBooks Online. 

 

You may visit these links for future reference:

 

 

Feel free to drop by the Community whenever you have further concerns with regard to your transactions. Have a great day ahead!

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