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Replying to:
ArielI
QuickBooks Team
QuickBooks Team
‎April 27, 2024 04:39 PM

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Hello, Marie.

 

Uploading sales receipts in QuickBooks Online creates a new transaction with the receipt attached for you to review. However, attachments for downloaded bank transactions depend on the information provided by your financial institution. For now, you can consider manually attaching the missing file. I'll guide you through the steps.

 

  1. Go to Bank transaction and 
  2. Select a transaction in the For review tab
  3.  Click Add attachment.

Moreover, for future help, you can also check this article to help you manage your online transactions: Categorize and match online bank transactions in QuickBooks Online.

 

If you have further questions about any QBO-related concerns, you can comment below. I'll be right here to help.

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