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PaulJB
Jan 10, 2020 9:06 AM UTC
Solved

How do I convert bills to expenses?

I'm using Receipt Bank to enter my receipts, but they appear as 'bills' in QBO. How can I convert them to 'expenses', as this would be much more appropriate?

payment after leavingAnswer
Jan 10, 2020 9:54 AM UTC

Hi PaulJB

 

It is not possible to convert bills to expenses, you would have to delete the bill and manually create the expense. We suggest that you contact Receipt bank support to establish if the configuration is set correctly to populate the transactions as expenses in the future.

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4 replies

payment after leavingAnswer
Jan 10, 2020 9:54 AM UTC

Hi PaulJB

 

It is not possible to convert bills to expenses, you would have to delete the bill and manually create the expense. We suggest that you contact Receipt bank support to establish if the configuration is set correctly to populate the transactions as expenses in the future.

PaulJBAuthor
Jan 10, 2020 10:53 AM UTC

Thanks for your reply - that would explain why I couldn't do it!

Unfortunately I'll have to upgrade my Receipt Bank subscription to a higher level to change the way they export.  I suspect this is a deliberate policy to coax people into upgrading - I'm reluctant to do that on principle and because it's expensive. 

It's a shame the QBO mobile app isn't as effective at scanning/importing receipts - I wonder if there are there any plans to upgrade this...?

payment after leaving
Jan 10, 2020 11:12 AM UTC


Hi PaulJB

 

There are plans to integrate the scanning receipts facility, which will only create expenses, into the small business products in the near future however we have not been provided with an exact date..

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