I'll provide details on how the Receipts feature works and route you to the best help who can initiate further investigation about the issue you've encountered, Mimi.
When you upload, snap a photo or email receipts, QuickBooks automatically extracts information (dates, amounts, vendor, and last four digits of credit card) and matches them to your existing transactions. Unless they're already added, the system can no longer detect a match for them.
Furthermore, you need to upload your receipts without sensitive or personal information and use supported images (PDF, JPEG, JPG, GIF, PNG, or HEIC format) so QuickBooks can extract your data accordingly. If you have already done so and still lost some vendor and account details, I'd recommend contacting our Customer Care team for further investigation. Here's how:
- Sign in to your QBO company.
- Go to the Help (?) menu.
- Select the Search tab.
- Click the Contact Us button.
- Select the Payroll topic in the What can we help you with? page.
- Choose a way to connect (Have us call you or Chat with us).
Once your bills and receipts are uploaded, review, add, or match (Step 2) them to existing transactions to maintain accurate financial data.
Additionally, I'd recommend regularly reconciling your accounts (monthly) to effectively track your business expenditures and keep your financial data updated.
I've got you covered if you have other concerns about uploading receipts and managing expenses in QBO. I'll ensure this gets resolved for you. Stay safe.
