Skip to main content
August 7, 2022
Question

Snap of receipt isnt showing in expenses

  • August 7, 2022
  • 1 reply
  • 0 views

Hi, I have uploaded a snap of a receipt however it isnt showing in my expenses!? receipts are only showing in expenses if I enter manually. I paid using a card that isnt linked with quick book account, should I just enter manually?

1 reply

August 7, 2022

I'm here to address your question about sales receipt snap, 101Fergie.

 

The moment you send or capture receipt snaps and images to QuickBooks, they show up in the Banking menu under the Receipts tab. From there you start categorizing and tracking them. Thus, you need to capture receipt snaps first before it shows in the banking tab.

 

To guide you with the complete workflow of managing receipts attachments, visit this article: Capture and categorize expense receipts and bills in QuickBooks Online

One way to match the captured receipt to the electronic card transaction is to add either one to your books first. This works if the expense hasn't been created manually in QuickBooks yet.

 

Just to give you a quick overview, QuickBooks doesn't let you directly match a receipt with a downloaded bank transaction. 

 

To add the electronic debit card transaction: 

 

  1. Go to the Banking page.
  2. Find and select the downloaded bank transaction.
  3. Select the Categorize radio button.
  4. Choose an account under Category, then set a payee.
  5. Add other important information.
  6. Click Confirm.

Now, go to the Receipts tab then simply find the uploaded receipt click the Match button. 

 

If you've already created an expense transaction manually (through the + New button), you'll want to match the downloaded transaction and the uploaded receipt. Be sure not to add both of them to prevent duplicate records. 

 

After dealing with your transactions, you can start your reconciliation routine: Reconcile an account in QuickBooks Online

 

Please let me know if you have any additional questions about recording purchases and receipts. I'm more than willing to help. Have a great day!