How to verify all my expenses have receipts attached in QuickBooks Online (QBO)?

Once you have recorded transactions you can verify which transactions have receipts attached and find out the missing ones from Expense Transactions page.

From the home page screen > Left navigation bar > Transactions > Expenses

  • Go to the far right and select baby gear (next export to excel icon and print list icon)
  • Choose select more
  • Select “Attachments” checkbox
  • Page will auto refresh with added paper clip icon column (next to action)
  • All attached will show with number of receipts
  • Missing receipts column will remain blank until receipt attached

Note: For uploading receipts in BATCH action, use ATTACHMENTS from the List feature

From the home page screen > company gear (upper right corner) > lists > attachments > click PAPER CLIP icon to upload receipts from the computer. You can then attach a file (receipts) directly from the Expenses Transactions page.

verify receipts column1

%d bloggers like this: