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October 16, 2024
Question

Once i have categorised a bank transaction how can i see if it has a receipt attached to it from a list view?

  • October 16, 2024
  • 1 reply
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1 reply

October 16, 2024

Hello there, Lucy. I'd be glad to assist you with viewing your attached receipts for categorised bank transactions in QuickBooks Online (QBO).

 

Once you've categorized your transactions from the For review tab, they will be transferred to the Categorised tab and reflected in the bank register with the status Cleared or C. To see a list of transactions with attachments, you can visit the account's register.

 

Here are the steps to follow:

 

  1. Go to Transactions and select Bank transactions.
  2. Click the bank tile and select the Go to bank register link.
  3. Ensure to tick Attachments in the settings for the column to appear.
  4. You can see the transactions with attachments if there is a number in the Attachments columns.

 

Additionally, please ensure to reconcile your accounts to keep them accurate and up-to-date.

 

Let us know if you have other concerns with your attached receipts or transactions in QBO. We're here to help you in any way we can.