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May 25, 2024
Question

I am trying to update receipts and um being asked for a Payment account - what is this?

  • May 25, 2024
  • 1 reply
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What are "payment accounts"

1 reply

May 27, 2024

Hello melissa-higherta,

 

Welcome to Community!  The QuickBooks Online Receipts feature is a dynamic way to upload your bills and expenses, so you don't need to enter them manually.  It's essential that the correct payment account is selected, to ensure you're able to match the transaction and reconcile seamlessly.  

 

Once the receipts have been uploaded, you'll need to review and edit them to ensure they match, by following the steps here.  To ensure you select the proper category, you'll want to choose the account associated with the payment you made.  This will enable QuickBooks to easily match the transaction with your books.  If you're uncertain about which category to select, I recommend speaking with your accountant.  If you don't have an accountant, we can help you locate a ProAdvisor in your local area.

 

Feel free to reach out again, if you have any other questions. We would be happy to assist!