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February 28, 2026
Solved

How to upload receipt for cash transaction. App asking me to link transaction with my bank.

  • February 28, 2026
  • 1 reply
  • 21 views
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Best answer by Kurt_M

Hello @robertg11. QuickBooks defaults to the Review workflow. This setting is meant to match receipts to bank downloads. That is why the program asks you to connect your bank. To upload receipts directly, you can use the Receipt Snap feature.

The system matches receipts each time the bank downloads. To stop this, manually select a Cash account as the Payment Account. This sends a command to QuickBooks informing that the funds did not come from a linked bank feed. As a result, the app will not prompt you to connect a bank feed. To begin, here's how:
 

  1. Open the QuickBooks Online mobile app.
  2. Tap the Menu (≡) icon and select Receipt Snap.
  3. Tap the Camera icon, snap a clear photo of your cash receipt, and select Use this photo.


Once the app extracts the data, it will move to the For Review tab. For more details, please see STEP 2 in this article: Upload your receipts.

Need assistance organizing your transactions or data within your company? Our QuickBooks Live Expert Assisted service provides the tips and guidance to streamline this process.

Feel free to click the Reply button below if you have other questions about QuickBooks.

1 reply

Kurt_MQuickBooks TeamAnswer
QuickBooks Team
February 28, 2026

Hello @robertg11. QuickBooks defaults to the Review workflow. This setting is meant to match receipts to bank downloads. That is why the program asks you to connect your bank. To upload receipts directly, you can use the Receipt Snap feature.

The system matches receipts each time the bank downloads. To stop this, manually select a Cash account as the Payment Account. This sends a command to QuickBooks informing that the funds did not come from a linked bank feed. As a result, the app will not prompt you to connect a bank feed. To begin, here's how:
 

  1. Open the QuickBooks Online mobile app.
  2. Tap the Menu (≡) icon and select Receipt Snap.
  3. Tap the Camera icon, snap a clear photo of your cash receipt, and select Use this photo.


Once the app extracts the data, it will move to the For Review tab. For more details, please see STEP 2 in this article: Upload your receipts.

Need assistance organizing your transactions or data within your company? Our QuickBooks Live Expert Assisted service provides the tips and guidance to streamline this process.

Feel free to click the Reply button below if you have other questions about QuickBooks.