AileneA
Moderator

Other questions

I understand that modifying files can affect the original receipts or documents, jenakason. 

 

 When you save receipts or documents in QuickBooks, you can choose from three formats: Portable Network Graphic (PNG), JPEG, or PDF. It's important to note that when you save a file in QuickBooks, QuickBooks will not modify the file or change its name from the original. If you're experiencing issues with the file, it's possible that there may be some damage to it. In this case, we can perform some troubleshooting steps to isolate the issue. By following these steps, we can determine whether the problem is with the file or QuickBooks. This can help you resolve the issue and ensure your files are saved and stored correctly.

 

It is highly recommended that you keep your QBDT up to date with the latest features and improvements to ensure that it runs smoothly and without any issues. This will help prevent any unusual behavior while attaching receipts to QBDT. If you are still experiencing issues even after updating your QBDT, I suggest running the Verify and Rebuild Data Utilities. 

 

The Verify Data application will scan your company file for any potential data damage that could have resulted in odd behavior while attaching the receipts to the transactions. This tool will then identify and report any errors that may have been found. The Rebuild Data utility can repair damaged data in your company file. However, securing a backup copy of your company file is essential before proceeding with this to avoid any data loss. By following these steps, you can resolve any issues and ensure that your QBDT runs smoothly.
 

 

To Verify data:

 

  1. Go to the File menu.
  2. Scroll down to Utilities.
  3. Select Verify Data.
  4. Click OK.

To Verify data:

 

  1. Go to the File menu.
  2. Scroll down to Utilities.
  3. Select Rebuild Data.
  4. Click OK.

 

For more information, please refer to this article on verifying and rebuilding data in QuickBooks Desktop. 

 

Following this link, you may find additional guidance on managing receipts in QuickBooks Desktop Mac. Also, I'm attaching this article that can guide you in matching your accounts efficiently: Reconcile an account in QuickBooks Desktop for MAC.

 

I am always available to assist you with any concerns or questions you may have about your receipts. Please leave the necessary details below, and I will get back to you promptly. Have a great day, and stay safe!