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GemmaSBW
December 2, 2020
Question

Receipts showing as not found when details are clear?

  • December 2, 2020
  • 1 reply
  • 0 views

When uploading receipts via email some are showing as  not found yet they are clear PDF's and can be from the same supplier it will recognize one but not another why would that be? I'm having to manually create expenses when there are clear matches it is not finding?

 

 

1 reply

M
Mark_R
December 2, 2020

I can help match your uploaded receipt to an expense transaction, @GemmaSBW.

 

Since there isn't a matching transaction to some of your uploaded receipts, you can consider creating a new expense or bill from the receipt manually. This way, you can attach it to the transaction. Here's how:

 

  1. Click the + New button, then select Expense.
  2. Fill out the necessary information.
  3. In the Attachments section, drag/drop the receipt on the field.
  4. Click Save and close.

I'm adding this article for more guidance: Capture and categorise expense receipts and bills in QuickBooks Online.

 

Please know that I'm just a reply away if you need any further assistance managing your uploaded receipts. Wishing you and your business success.

G
GemmaSBWAuthor
December 3, 2020

Hello,

But there is a matching transaction quickbooks just isn't finding it?

 

So it can have 2 pdf invoices from say JOE BLOGGS, both have matching transactions, it will find one but not the other? just poor invoice reading software?

 

Also in receipts if I filter by supplier it won't find the invoice even if the supplier name is typed exactly as seen in the supplier list?

 

G
GlinetteC
December 3, 2020

Thanks for getting back to us, GemmaSBW. I want to make sure your concern is addressed.

 

I'd recommend contacting our Customer Care Support. They can pull up your account in a secure place to investigate this unexpected behavior.
 

Here's how:

 

  1. Go to Help and click on Contact Us.
  2. Enter receipts as not found in QB in the What can we help you with? field.
  3. Click Let's talk.
  4. Select Get a callback, Chat, or Call us.

Let me also share the reconcile an account in QuickBooks Online which provides information that ensures your accounts match your bank and credit card statements.

 

If you have any other reconciliation concerns, please do add them below. I'll be glad to assist.

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