Does anyone else find it frustrating that you can’t add a receipt while categorising a transaction? You have to save it, then find it again. Any news on an update?

I understand your frustration with the extra steps slowing down your workflow. Please note that you can still add receipts while categorising your transactions by clicking on the Plus sign under the Paperclip icon.

Make sure that your files meet the system’s requirements for file size and type so the platform can read and upload them successfully.

You might also find it helpful to watch the video on how to categorise online bank transactions in QuickBooks, as it provides a visual reference.

Let us know if this helps resolve your issue by clicking the Reply button.