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January 13, 2023
Question

Quickbooks Receipts is the worst feature I've ever used.

  • January 13, 2023
  • 1 reply
  • 0 views

I just don't understand this awful system, It will literally show me every single transaction but the one I need... every.. single.. time.

 

What's sad is that finding and matching transactions is technically simple work in 2023, but yet it makes it impossible.

 

I have a receipt for £11.50, If you ask it to look for all transactions between £11.50 and £11.50 you get nothing,  You ask to look between £11.49 and £11.51, you get nothing, you ask between £11 and £12 you get LOTS but yet.. NOT THE ONE I NEED £11.50 yet £11.50 can be found in 2 clicks through my bank transactions..it's right there in Quickbooks.

 

it's the same story with the dates, for example my invoice was £11.99 but the actual transaction out of my bank ends up being £12.79 so instead you search the exact date and you keep getting "Invalid Dates"... like what do you mean invalid dates!?! and when it works the one transaction you expect to see from amazon that's a possible match IS NOT HERE... 

 

Holly mother of all jesus this system is awful!! What am I doing wrong!?

 

EDIT: Ok I just figured it out... it only matches transaction that are already categorised... But I can't categorise a transaction until I know what it was by first matching the invoice with it.

 

So you may as well just match the invoice when you categorised the item in the first place, It's no good If you have any doubt that a transaction could have been for personal use and you have mixed business and personal transactions.

1 reply

January 13, 2023

Hi RED7STUDIOS, we're sorry for the frustration with this, and appreciate that it would be handy to be able to match the snapped receipt to transactions that have not yet been categorised. The receipt snap is a relatively new feature in QuickBooks Online, and we're always looking for ways in which to expand, so we'll pass some feedback on for this to our dev team. 🙂