Hi there, @cin2.
I'm here to share some insights about correct format in uploading the receipt and matching your debit cards to the main account.
In QuickBooks Desktop (QBDT), the only supported PDFs and images for iOS are JPEG, JPG, GIF, or PNG format. Once the receipt is uploaded, QuickBooks automatically pulls dates, amounts, vendors, and the last four digits of the credit card from the image.
Here's how:
- Go to the Vendor menu, then click Receipt Management.
- Choose the Intuit Account you use for the company file.
- Drag and drop your receipts into QuickBooks or select browse to upload, then select your receipts.
For more information on uploading your receipt using mobile devices, email, and google drive, see this article for reference: Upload receipts to QuickBooks Desktop Pro Plus, Premier Plus, or Enterprise.
Also, you can utilize the Verify and Rebuild feature in QuickBooks. This will resolve the most common data integrity issue in your software.
Additionally, I'll be sharing these articles that will help you match your transactions and reconcile your account in QuickBooks:
If there's anything else that I can help you with, please let me know in the comments below. I'll be here to lend a hand. Keep safe.
