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sjh3
July 21, 2020
Question

When I scan, snap, or email receipts the Payment Account is always Not Found. Is there a way to default to set a payment account? Process seems broken.

  • July 21, 2020
  • 1 reply
  • 0 views
I have snapped and emailed ~100 receipts and have yet to have it match to a transcation in the "Banking" tab. When I click through the review steps I am warned I am adding an expense without a transaction. Only then can I match it in the Banking section. Dollar values, supplies, and dates are all exactly the same. The only thing wrong with the scanned/snapped receipts is the "Payment Account" is always marked as "Not Found".

1 reply

J
JamesM
July 21, 2020

Hi sjh3,

 

Recording expenses is an essential task and it's vital you are using the right account so your books are in order. Rest assured, I'll be happy to give you a hand with this so you can get back to doing what you enjoy.

 

Based on your description, it's important to make sure you set up your Payment Account correctly. I recommend checking with your Chart of Accounts to see if the account you're looking for is showing. The Chart of Accounts are the nuts and bolts of your accounting. I encourage you to learn more here: Chart of accounts in QuickBooks Online.

 

If your accounts are in order, I suggest clearing cache and cookies. Clearing cache and cookies helps clear out any issues the browser may be having. Here's an article which shows you how to do that: Clear cache and cookies to fix issues when using QuickBooks Online. Give this a try and let me know how you make out. 

 

For further assistance, feel free to contact our support team using this link. You're more than welcome to send screenshots of what you're seeing on your end below. Just make sure you cover any personal info on the screenshots. I'll be on standby. :) 

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