Skip to main content
S
stuart6
May 11, 2019
Solved

Quickbooks mobile app logs my receipts but the expense is then duplicated in expenses?

  • May 11, 2019
  • 1 reply
  • 0 views
I've been trying to find the answer to this with no luck. I have the quickbooks mobile app, which logs receipts when I photograph them. The problem is, once that transaction appears in my 'banking' feed and I add it to Quickbooks, I then have 2 logs of the same transaction in my 'expenses' – the mobile version with the receipt attached, and the banking transaction without the receipt. Whenever I click 'find match' in banking, hoping it will recognise the mobile app's expense, it says no matches found. Can anyone help?
Best answer by Angelyn_T

And here is blank sales receipt

 


I'm glad to join the thread and share a little more information about matching transactions in QuickBooks Online (QBO), @Rebecca20.

 

Imported transactions on the Banking page and the receipts uploaded on the Receipts section won't match until you'll select Add for one of them. In this case, you may add the receipts uploaded or the expense transaction on the banking page.

 

You can see attached screenshots for additional reference.

You can also check these article for further details about matching transactions in QBO:

 

Feel free to leave a comment below if you have any other questions about matching transactions in QBO. I'm always here available to help!

1 reply

J
JamesDuanT
May 11, 2019

Hello Stuart,

 

The Banking page will only cause duplicates in your register if you have added a bank transaction (even if you have an existing same transaction). Instead, you'll need match the bank transaction to the existing one.

 

To remove the duplicate bank transactions, we can undo them. Here's how to do it:

  1. In the Banking page, highlight the bank affected bank account.
  2. Go to the In QuickBooks section or tab.
  3. Look for the bank transaction that doesn't have an attached receipt.
  4. Click Undo.

You can also use this article for reference when managing your banking transactions: Add and Match Downloaded Banking Transactions.

 

I'll be around if you need more assistance with this. Have a great day!

 

S
stuart6Author
May 11, 2019

Thank you for this James. Really appreciated.

 

In order to keep my finances up to date though, do I not need to be adding all of my transactions, to account for all of my incoming and outgoing business payments, and to keep my quickbooks balance in line with my bank balance? 

 

I presumed that I could match the bank transaction to the expense that had been added via the app (because it takes a day or two for the banking transaction to appear, while the app expense is instant), but when I click the transaction in banking and hit the 'find match' tab, all I get is "We could not find matching QBO transactions for the date and search criteria above" regardless of anything I do to try to find it. 

 

thanks again.

JessT
JessT
May 12, 2019

Hi stuart6,

 

Your bank transactions will not find your expenses amount as match if their amounts don't match. Another reason is if they're already marked as reconciled (R) or they are matched to other bank transactions. Would you be able to verify if your expenses are not in any of these conditions?

 

Thanks in advance for your reply.

Terms & ConditionsAccessibility statement