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February 7, 2022
Question

New to quickbooks and wondering if we still need to upload receipts if Bank Account/Credit Card is registered?

  • February 7, 2022
  • 1 reply
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1 reply

February 7, 2022

Welcome to Community, @34437236.

 

I'll share some information about uploading receipts. You'll have to upload transaction receipts even if your bank or credit card account is registered, so you'll be able to keep track and then match them to your existing transactions.

 

To upload receipts in QuickBooks, all you have to do is:

 

  1. Go to the Banking menu.
  2. Select the Receipts tab.
  3. In the For Review tab, you can review your uploaded receipts and bills. QuickBooks lets you know if it finds existing transactions in your books that match with your uploaded receipts or bills.
  4. Check the labels in the Action column to find out what steps you need to take next.

 

 

 

Want details? Check out this guide: Upload your receipts and bills to QuickBooks Online.

 

Also, here's a link in case you need help managing QuickBooks Online (QBO): View all help for QBO.

 

Feel free to leave a comment below if you need help with anything else. I'm more than happy to answer them for you. Take care and have a lovely day ahead, @34437236.