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Replying to:
MarsStephanieL
QuickBooks Team

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Hi there, @Atlantic2. I appreciate taking your time and initiative to perform those troubleshooting steps to solve the issue in QuickBooks Desktop (QBDT).

 

I can share more workarounds you can perform to fix Receipt management issues. First, ensure that the user has an Intuit account associated with the company file. You can log in to your Intuit account and check if you have added the QBDT product.

 

If there's an error message, 'We’re unable to complete your request at this moment. Seems your Intuit account is not associated with a company file" ensure that the Company name is showing in QBDT or the bank account name in your Chart of Accounts has no special characters. If it is showing the opposite, here's what to do:

 

  1. Sign out of your Intuit account.
  2. From QBDT, select My company and add the company name details.
  3. Delete any special characters in the Bank account name in the Chart of accounts.
  4. Sign in to your Intuit account and try to upload your receipts again.

 

If the issue persists or the scenario stated above isn't relatable, I recommend contacting our Customer Care Team. They can verify your account and check further if they need to open an investigation.

 

While waiting for the fix, you can manually upload the receipts in QBDT via computer. For more details about the process, you can check out this article: Upload receipts to QuickBooks Desktop Pro Plus, Premier Plus or Enterprise. It contains steps and other ways how to bring the receipts to QBDT.
 

I'll be around if you have other concerns about any QBDT processes. I'm here to help. Take care always.

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