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December 3, 2023
Question

When looking through categorised transactions, is there a way to check that receipts are still attached and stored to them?

  • December 3, 2023
  • 1 reply
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1 reply

December 3, 2023

Hi there, @petallicaflowerf. We'll share information about viewing receipts attached to transactions inside QuickBooks Online (QBO).

 

If you mean the categorized transactions in your Categorised section inside the Banking page, please know that the option to check for receipts attached is unavailable. In case you're referring to transactions in your Expenses tab. Yes, there's a way to check if they contain receipts. We'll write down the steps to get you going:

 

  1. Access your QuickBooks Online company.
  2. On the left navigational bar, select Expenses.
  3. Beside the Export icon, click the Gear icon.
  4. Click the Show More, and then tick the box beside Attachment.

 

Now, if you're referring to the transactions in your Sales tab, here's how you can view attachments:

 

  1. Access your QuickBooks Online company.
  2. On the left navigational bar, select Sales.
  3. Beside the Quick Links icon, click the Gear icon.
  4. Click the Show More, and then tick the box beside Attachment.

 

Moreover, we've got these articles to help you reconcile an account, and keep your records accurate inside QBO:

 

 

Thanks for dropping by here in the Community space, @petallicaflowerf. We look forward to having you here again if you need assistance managing transactions inside QuickBooks. Have a nice day.