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K
Kalasin
February 16, 2025
Question

Receipt input too time consuming

  • February 16, 2025
  • 1 reply
  • 0 views

Receipt review is lengthy with several clicks and long lookups. Why?

I have 40 receipts each week all are on the bank transactions and none for drawings!

Payment account - only 1 available it should default and not present as not selected
Category not selected or use of last for supplier
Create receipt from expense only offered sometimes?
Bill or Receipt ? When is one or the other selected? As all are transactions already paid none are bills?
Match receipt to transaction not always offered?

1 reply

Bryan_M
Bryan_M
February 16, 2025

Hi there, @Kalasin. We see your thoughts about entering a receipt in QuickBooks Online (QBO). 

 

For the Product Development Team to hear this, I recommend submitting direct feedback. Once they see your suggestion and see if it can improve our user's experience in QBO after thorough evaluation. They can add this to our future product updates. Here's how:

 

  1. Go to the QBO Settings tab.
  2. Select Feedback.
  3. Type in your suggestions. Then, click Next to submit them.

 

I've also got you this helpful article in case you need some ideas about how to easily categorise your transactions: How to set and use banking rules for downloaded transactions?

 

You can always comment below if you have any other questions or suggestions about entering receipts. I'll always be around to help. Keep safe always.

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