BettyJaneB
QuickBooks Team

Other questions

Thanks for joining us here in the Community, @robinlarabee.

 

Let me share clarifications about the receipt management feature in QuickBooks Desktop.

 

QuickBooks will automatically match the receipts that you've uploaded with the transactions that you entered in the system. Matching them will be based on its transaction details. 

 

At this time, being able to ease up the process isn't available. You may continue to adjust the date of the transactions to match them.

 

When it comes to creating an alias on the name, this process isn't advisable. You may consider manually matching those transactions that fails to match due to name extensions.

 

To give you more insights on how this feature work, please see this article: Learn how to capture and upload receipts to QuickBooks Desktop Plus or Enterprise 2021.

 

For your reference, I'm sharing here some links that you can use when managing your bank entries in the system:

Just leave comment below if you have any other concerns or questions with banking. I'm always here to assist you.