How to Request Receipts for QuickBooks Transactions That Are Already Categorized

Step-by-Step Instructions:

1. Go to the Client Workspace

   From the left navigation, click Clients & Workspaces then select the client you’re working on.

2. Open the Books Review Tab

   In the top navigation bar, click on the Books Review tab.

3. Select a Date Range

   Use the Date Range dropdown to choose the time period you want to review (e.g., “This month”).

4. Click on “Transactions Without Attachments”

   This report shows all categorized expense transactions in QuickBooks that do not have an attachment.

   
   

5. Review the Transactions

   You’ll see a list of transactions missing attachments, including details like payee, description, date, amount, and account.

   
   

6. Create a Client Task

   Click the Create Client Task button next to any transaction to request the missing receipt.

   This will automatically generate a task for your client asking them to upload the necessary document. Once uploaded, the attachment will sync back to the transaction in QuickBooks.

Tip: Use this workflow as part of your month-end or bookkeeping review to ensure all expense documentation is collected and stored securely.