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provincialmoving
March 19, 2023
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Uploading Receipts - Account/Category

  • March 19, 2023
  • 1 reply
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When I review the details of a scanned receipt the chosen account/category is often incorrect. Is there an area where I can adjust the rules of scanned receipts based on payee or keywords?

Thanks

Best answer by RoseJillB

Rectifying your concern with scanned receipts in QuickBooks Online (QBO) is my priority here, provincial. Let me start by sharing insights about this option.

 

QBO does not have rules specific to uploaded receipts. While the option is not yet available, we will need to manually amend them. To dwindle the time taken, we can utilize the batch action category available in the application. This way, you can sort out the receipts according to their category and assign them to the correct one at once.

 

  1. Go to the Banking menu and navigate to the Receipts tab.
  2. In the receipts section, sort out the transactions with the same category.
  3. Then, click the Batch actions dropdown and click the Review selected tab.
  4. From there, assign them to the correct category.

 

On the other hand, I know that assigning specific rules to automatically categorise receipts would be beneficial for your business. Thus, I encourage you to send this feedback directly to our product engineering team. Simply go to the Gear icon and select Feedback.

 

I also added this article for more information about uploading receipts into your company file. The article contained the steps on how you can upload and match them to existing transactions: Upload your receipts and bills to QuickBooks Online.

 

Please drop by if you have more concerns with receipts or any QuickBooks-related matters. I’ll be around the corner to lend a hand for help. Have a good one!

1 reply

R
RoseJillBAnswer
March 19, 2023

Rectifying your concern with scanned receipts in QuickBooks Online (QBO) is my priority here, provincial. Let me start by sharing insights about this option.

 

QBO does not have rules specific to uploaded receipts. While the option is not yet available, we will need to manually amend them. To dwindle the time taken, we can utilize the batch action category available in the application. This way, you can sort out the receipts according to their category and assign them to the correct one at once.

 

  1. Go to the Banking menu and navigate to the Receipts tab.
  2. In the receipts section, sort out the transactions with the same category.
  3. Then, click the Batch actions dropdown and click the Review selected tab.
  4. From there, assign them to the correct category.

 

On the other hand, I know that assigning specific rules to automatically categorise receipts would be beneficial for your business. Thus, I encourage you to send this feedback directly to our product engineering team. Simply go to the Gear icon and select Feedback.

 

I also added this article for more information about uploading receipts into your company file. The article contained the steps on how you can upload and match them to existing transactions: Upload your receipts and bills to QuickBooks Online.

 

Please drop by if you have more concerns with receipts or any QuickBooks-related matters. I’ll be around the corner to lend a hand for help. Have a good one!

H
handymanromiley-
August 16, 2024

the batch actions is useful for the account and category but you still have to edit each individual receipt to add the tax is there and less depressing way of doing this. or do i need to find anther accounting software

MsNorthPND18
MsNorthPND18
August 16, 2024

The option to add specific rules to uploaded receipts is currently unavailable in QuickBooks Online (QBO), Romiley.

 

We need to make manual adjustments to them. To save time, we can use the batch action feature suggested by my colleague above. In this manner, you can categorize the receipts and promptly allocate them to their respective classifications.

 

I would suggest to sending feedback for this specific rules:

 

  1. Go to the Gear Icon.
  2. Select Settings, then Feedback.
  3. Enter your comments or product suggestions.
  4. Then select Next to submit feedback.

 

Your insightful feedback is directed to our Product Development team to enhance your experience with QuickBooks Online.

 

Additionally, you can read through these resources to learn more about managing your files or data:

 

 

Please visit if you have any further inquiries regarding receipts or any issues related to QuickBooks. I'll be here if you need anything else.

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