Skip to main content
L
lisa-roundrockre
July 12, 2022
Question

I snapped a receipt for a product return. How can i attach the receipt to the credit card credit?

  • July 12, 2022
  • 2 replies
  • 0 views
I snap all my receipts and match them to the credit card transactions, which works great. But when I have a return, I scan that receipt and it will not match to the credit card credit transaction. I can add the credit, but now can I get the receipt to attach to it?

    2 replies

    Tori B
    Tori B
    July 12, 2022

    Good evening, @lisa-roundrockre. 

     

    Thanks for swinging by the QuickBooks Community. I hope your day is going great. 

     

    To clarify, are you attaching receipts to expenses that come from your bank? Then, does QuickBooks not recognize it when trying to attach them to the return (money back from your vendor)? If so, receipts can only attach to expenses (money out), not money in transactions. 

     

    You can see additional details about attaching receipts in Upload your receipts and bills to QuickBooks Online. 

     

    However, if this isn't what you're trying to do, please let me know. Any extra information that you can provide will help me to find the right solution for you. 

     

    I'll be sure to keep an eye out for your reply and look forward to chatting with you soon. Have a good one!

    L
    lisa-roundrockreAuthor
    July 15, 2022

    Thanks for your feedback. I found a workaround for this. I saved the snapped receipts to a file and manually uploaded them to the credit card credit transaction. The odd thing is that after I did that, the original receipts found the match! I wish they could match to the credit without the need to manually upload!

      S
      Scot Schoeppler
      November 21, 2022

      I also got my return receipt to match the return transaction but when I hit the attach button it fails.  

        S
        Scot Schoeppler
        November 21, 2022

        I have the same problem along with about 3 other problems with this receipt management garbage. QB's response is so lame.  The idea is to attach receipts to transactions not just money out transactions. I can't believe they even have the stomach to put that response in writing.  

         

          W
          WholeArtEdness
          July 28, 2024

          I agree. I return a lot of things based on the number of customer bookings and the ability to recognise a return receipt really is crucial. 

          Sometimes I return only some of the items on a receipt so if that could be factored in, it would be great. 

            Terms & ConditionsAccessibility statement