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Hi there, lindae1996.
I'd be glad to answer your question about allocating the uploaded receipts to your payment transactions in QuickBooks Online. Here are the steps just in case you still need help with this:
- Click the Match button in the Action column. This means that QuickBooks finds a match with a transaction in your bank register. Review the Linked Record, this is the potential match. You also need to select the Match option to connect it to the uploaded expense or bill so QuickBooks doesn't record duplicates.
- If there isn't a matching transaction, create a brand new expense or bill from the image. Just go to the Expenses menu and proceed to the Expenses tab. Then, click New transaction and then Expense.
- If there are multiple matches, select Review. Compare the potential matches and select the correct matching transaction.
Check out these articles for more details about how this feature works:
- Email Receipts and Bills to QuickBooks Online
- Capture and Categorise Expense Receipts and Bills in QuickBooks Online
I'd also like to share these articles for additional guidance and reference:
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