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April 29, 2023
Question

Hi, my receipts uploaded aren't matching to transactions on QB - please can you advise?

  • April 29, 2023
  • 1 reply
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1 reply

April 29, 2023

I appreciate you taking the time to post your concern here in the Community, @capitalcommunity. Great to see you. Let me share some information on how QuickBooks Online banking works.

 

QuickBooks Online examines the receipts, extracts the data, and automatically associates it with a transaction. Unless (either the receipt or banking transaction) is already added, QuickBooks will not automatically match them from the banking page to the receipt. 

 

Users of QuickBooks Online can submit receipts directly to the banking section of the software, where it will read them and either match them to a current transaction or let them create a new one.

 

Some requirements may make it impossible for the program to match. You may want to review some of these:

 

  • First, confirm the transaction.
  • Check that the transaction has not already been linked to another transaction in QuickBooks Online.

 

When you add receipts and bills to QuickBooks, they will appear in the For Review tab, where you can review, edit, and match transactions. The receipts page is where you can manage your expense receipts and bills all in one location.

 

When the transactions are different, QuickBooks occasionally fails to locate them. You have to look them up and manually match them.

 

I will provide you with this article about matching and managing receipts. Feel free to check on it: Upload your receipts and bills to QuickBooks Online.

 

For additional QuickBooks-related concerns, don't hesitate to post them here in the Community. We're always available and willing to lend a hand to your queries. Have a great day ahead.