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ddia84402
Level 1

Is anyone else having trouble snapping receipts on their mobile app and QBO is not matching them to the expense?

 
1 Comment 1
Jovychris_A
Moderator

Is anyone else having trouble snapping receipts on their mobile app and QBO is not matching them to the expense?

I see that you're having trouble with receipts in the QuickBooks Online (QBO) mobile app not matching your recorded expense transactions, @ddia84402. QuickBooks automatically tries to match receipts to existing expense transactions based on details such as the amount, vendor name, and date.
 

If receipts aren’t matching as expected, I recommend the steps below to troubleshoot:
 

  • Verify receipt details before uploading:

    • Make sure the receipt’s amount, vendor name, and date closely match the details in the recorded expense transaction in QBO.
    • Even small discrepancies in these fields can prevent QuickBooks from recognizing a match.
       
  • Review recorded expense transactions in QBO: Navigate to the Expenses or Transactions tab to confirm that the relevant expense is recorded, categorized correctly, and matches the receipt details.
     
  • Update or reinstall the QBO app:

    • Ensure your app is up to date by checking your app store for updates.
    • If issues persist, uninstall and reinstall the QBO mobile app to start fresh.
       
  • Manually match receipts: If QuickBooks doesn’t automatically match the receipt, go to the Receipts section via web browser to manually match it. Here’s how:

    1. Head to All apps and then go to Accounting.
    2. From the Receipts tab, click Review.
    3. Select Search for a match.

      Search for a match.png

    4. Pick a date from the Starting date and Ending date fields.
    5. Once the expense entry appears, tick the transaction box and then click Match.

      match.png

 

For a detailed guide on manually attaching receipts or matching them to transactions, refer to Step 2 in this article: Upload your receipts.


If you have any other questions, please let us know.

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