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December 9, 2019
Question

Hello i am trying to match old receipts to my transactions. All transactions have been reviewed and posted but the system will still not find receipts so that i can match

  • December 9, 2019
  • 1 reply
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1 reply

December 9, 2019

Hi there,

 

Since this is your first post, I'd like to give you a warm welcome! 

 

Once your receipts are in QuickBooks, they show up under For Review in the Receipts tab. From here you can select the row to have a side-by-side view of the receipt you sent and the data we extracted. You can also:

  • Select Review to edit the extracted information for the receipt. If there are multiple matches, selecting Review will allow you to choose the match you want.
  • Select Add if you want to create a new expense in QuickBooks with the receipt attached.
  • Select Match if you’re ready to match the receipt with an existing record in QuickBooks. Note that if an imported banking transaction and a receipt are both in For Review, QuickBooks won’t suggest a match until you select Add for one of them. 

Learn more about adding and matching downloaded bank transactions.

 

If you're having issues after following the steps above, please contact our support team using this link. Let me know if you have other questions. I'm here to help.