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August 22, 2024
Question

How do i add receipts from my bank account which already linked with quick book

  • August 22, 2024
  • 1 reply
  • 0 views
all the expenses which i paid ,those receipts i want to attach in quickbooks

1 reply

August 22, 2024

I've got you covered, info.

 

There are two ways to upload your receipts in QuickBooks Online (QBO). It either attaches your receipt to the Bank transactions page or manually attaches the receipt in its transaction in the Sales or Expenses tab in QuickBooks.

 

If the payments for your expenses are still in the For review tab, you can easily attach its receipt by manually searching for its payment transaction in the tab. I'd be glad to show you how:

 

  1. Navigate to the Transactions menu, then Bank transactions.
  2. In the For review tab, search for the payment transaction.
  3. Click it and select Add attachment.
  4. Look for the receipt file that matches your payment to upload it.
  5. Once done, hit Add.

 

However, if your payment transaction is not in the For review tab, it could be that that those payments are already linked to a transaction in QuickBooks. That being said, you'll want to check in the Sales or the Expenses tab the transaction and manually attach these receipts in it.

 

Moreover, it's worth noting that you also have the option to email receipts and bills to QBO for convenient upload. We’ll extract info from it and create a transaction for you to review. 

 

You can always click the Reply button if you have further questions about receipts in QuickBooks. I will always be here, as well as the Community folks, to help.