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November 30, 2019
Question

How do I move a receipt that's been pared with the wrong transaction

  • November 30, 2019
  • 1 reply
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1 reply

November 30, 2019

We can look for the transaction and delete it from there, matthew-rawling. 

 

First, let's make sure that you have an existing copy or we download the receipt before deleting it.

 

Then, here's how you remove (delete) the linked receipt: 

  1. Log in to your QBSE account.
  2. Select Transactions from the menu. 
  3. Filter the list to easily locate the transaction. 
  4. Click the drop-down arrow along the transaction. 
  5. Under the attachment column, click the trash bin icon. 
  6. Click Yes to confirm.
  7. Select Save

After, we can look for the correct transaction to pair it with the receipt we just removed. 

 

If you need anything else with handling your transaction list, you can always mention me. I'll be here!