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Why don't my matched receipts show up on the individual transaction in QuickBooks Online, and where can I confirm the match went through?

Forum|Forum|4 years ago
March 18, 2022
10 replies
117 views

My employer needs us to add our receipts to transactions. I have been doing this at the end of the month with an upload from Drive then I match them to the transactions. I can see the small thumbnail of the receipt on the 'Matched Receipt' page, but I cannot see that there is any receipt attached/matched on the individual transaction ergo my Boss said I wasn't doing my job.

QuickBooks Online

Best answer by katelynner

A matched receipt moves out of the upload queue and into the Reviewed tab, and it should also show up as an attached file directly on the transaction. If you're not seeing that, here's where to check and how to fix it.

Confirm the match actually went through

Go to All apps, then Accounting, then Receipts.
Select the Reviewed tab. Matched receipts live here, not in For review.
If a receipt is listed here but looks wrong, select Undo match under its Action column, then match it again.

Check the transaction itself for the attachment

Open the individual transaction you matched the receipt to.
Scroll to the bottom of the transaction screen and look for the attachment box. The file name of your uploaded receipt should be listed there.

If the receipt still isn't showing as attached

Unmatch the transaction, then match it to the receipt again.
If that doesn't resolve it, try accessing QuickBooks in a private or incognito window (Ctrl+Shift+N in Chrome, Ctrl+Shift+P in Firefox, Command+Shift+N in Safari) to rule out a browser display issue.
If it works there, go back to your regular browser and clear your cache and cookies.

Want to know more about how the receipt upload process works? Let us know how we can help.

K

Kurt_M

QuickBooks Team

Hi there, @thea-cocarwashse. I'll help you get this fix so you can go back on track.

Let's begin by unmatching the transaction to which you linked the receipt and match it again.

For visual reference, you can refer on the screenshot below.

When uploading a receipt and attaching it to a transaction, you'll see the thumbnail of the receipt that you uploaded below the Receipt column.

You can also open the transaction itself, and then on the bottom part of the transaction, you'll see an attachment box. You should be able to see the name of the image that you've attached.

For visual reference, you can refer on the screenshot below.

If the issue persists, we can isolate it by performing basic browser troubleshooting. Try accessing your account through an incognito window to rule out the possibility of a webpage issue. To open an incognito window in any supported browser, use the following shortcut keys:

Chrome: Ctrl+Shift+N
Firefox: Ctrl+Shift+P
Safari: Command+Shift+N

Once logged in, try to perform what you were trying to do earlier. If it works, clear your browser. This way, you can access QuickBooks with a clean slate. You can also consider using other supported browser.

Additionally, I'll be adding these articles to help you in the future:

Don't hesitate to get back to me if you need further assistance with this. I'll be here in the Community, and I'll make sure to keep an eye on your response so I can provide you with additional assistance as soon as possible. Keep safe and enjoy your weekend!

T

thea-cocarwashseAuthor

Sadly the private/incognito mode didn't work either. I tried it with a few receipts and haven't had any luck.

MaryLandT

Level 10

Thanks for getting back to us, @thea-cocarwashse.

You'll want to double-check if receipts were successfully uploaded. Since you aren't seeing them on the Banking page, you can forward again those receipts on a web browser.

Here's how:

Sign in to QuickBooks Online.
Go to Bookkeeping, select Transactions, then select Receipts.
Select Upload from computer or Upload from Google Drive.
Each image or file should only contain a single receipt or bill.

You can also email your receipt or bill to QuickBooks Online. We’ll extract info from it and create a transaction for you to review.

Then, you can categorize and match bank transactions after uploading receipts.

You may also check with your boss if you still have access to the Receipts or Banking tab. That way, you can ensure that you see those uploaded receipts.

Keep me posted if you have additional questions about those uploaded receipts. I'll be right here to guide you.

katelynner

Answer

Community Manager

A matched receipt moves out of the upload queue and into the Reviewed tab, and it should also show up as an attached file directly on the transaction. If you're not seeing that, here's where to check and how to fix it.

Confirm the match actually went through

Go to All apps, then Accounting, then Receipts.
Select the Reviewed tab. Matched receipts live here, not in For review.
If a receipt is listed here but looks wrong, select Undo match under its Action column, then match it again.

Check the transaction itself for the attachment

Open the individual transaction you matched the receipt to.
Scroll to the bottom of the transaction screen and look for the attachment box. The file name of your uploaded receipt should be listed there.

If the receipt still isn't showing as attached

Unmatch the transaction, then match it to the receipt again.
If that doesn't resolve it, try accessing QuickBooks in a private or incognito window (Ctrl+Shift+N in Chrome, Ctrl+Shift+P in Firefox, Command+Shift+N in Safari) to rule out a browser display issue.
If it works there, go back to your regular browser and clear your cache and cookies.

Want to know more about how the receipt upload process works? Let us know how we can help.

Confirm the match actually went through

Check the transaction itself for the attachment

If the receipt still isn't showing as attached

Confirm the match actually went through

Check the transaction itself for the attachment

If the receipt still isn't showing as attached

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