Pre sets for uploaded receipts / bills using the forwarding email

Even if you have set default expense categories and payment terms for your suppliers, after uploading your receipts and bills to QuickBooks, they are still not included in your books, Ascot.

You should review, edit, add, or match these with existing transactions. Here’s how you can do it.

1. Go to the Transactions menu, then select Receipts.
2. In the For review tab, you can examine your uploaded receipts and bills. QuickBooks will notify you if it finds any existing transactions in your records that match the uploaded receipts or bills.
3. Check the labels in the Action column to determine your next steps.

For more information, visit this article: Upload your receipts and bills to QuickBooks Online.

Now that your bills and receipts are in QuickBooks, you can review and categorise them into the correct accounts.

Feel free to drop by if you have any further questions about receipts or any issues related to QuickBooks. We’ll be around the corner to lend a hand for help. Have a good one!