I want to ensure you have a better experience when using all features in QuickBooks Online (QBO), particularly the Receipts function, mbutler22. I've got some steps to help get the drag and drop option to appear in your company.
Data accumulation can sometimes result in unexpected responses in the online program such as buttons not working properly, and webpage issues. Let's log in to QuickBooks Online (QBO) in private browsing or incognito mode. This is to determine if the stored data in your browser is preventing the drag and drop option from appearing in the Receipts section.
Here are the shortcut keys to bring up private browsing in each browser:
- Google Chrome: Press Ctrl + Shift + N.
- Safari 11 or newer: Press ⌘ + Shift + N.
- Mozilla Firefox: Press Ctrl + Shift + P.
- Microsoft Edge: Press Ctrl + Shift + P.
If this works, shift back to your regular browser and clear the cache and cookies to start fresh and boost its overall performance. Otherwise, utilize another supported browser.
Also, I'll be sharing these resources that contain instructions on how to bring your receipts via email and using your mobile device:
Additionally, review and categorize your expense receipts or bills to the correct accounts to keep your records organized and streamline the reconciliation process.
Stay in touch if you have additional questions about managing your expenses or concerns about how to handle a specific accounting task. The Community is always ready to provide the guidance you need.
