Have any questions for our team about Sales Receipts?

I received a remittance advice = payment indication of one of my customers and uploaded it via the snap invoice function.

Now it shows are receipt = something I ordered and paid for - but it is the opposite: I got paid for the services. 

How can I "convert" that scan from receipt to deposit?

Many thanks, max

We appreciate you utilizing this thread to find a solution to your concern about the receipt uploaded to your books, maximilian123.

Before anything else, can you confirm if you uploaded the receipts under the Receipts tab from the Transaction menu? This area is intended where you upload your expense receipts and bills. 

Thus, converting the receipt to deposit from there is not an option. Since this isn't an expense, you can delete it. Before proceeding, make sure it is not an expense receipt.

1. Go to the Transaction menu and select Receipts.
2. Find the uploaded one. Then, choose the one you need to remove.
3. Click the Batch action drop-down arrow.
4. Select Delete selected.

You can handle payments from your customer from bank feed. You can check this article for more tips: Match online bank transactions in QuickBooks Online.

Please let me know if you have more concerns about handling transactions. I'll be around to help you anytime.

We have manual receipt books. I have been trying to upload receipt's into Quickbooks as a .csv file from my laptop as per the help files which gives me an error - cannot upload file.

I wish to reconcile the receipts with the amount deposited into the bank.

Can this action happen?

Greg

Hello there, @Greg2422.

I'm here to provide information about uploading receipts so you can upload them seamlessly in QuickBooks Online.

Please know that QuickBooks supports PDF, JPEG, JPG, GIF, and PNG images when uploading receipts. Thus, the CSV file format is for transactions. It might be why you've encountered an error while doing the process. Thus, you can consider converting them into the supported format.

Check out this article for more details about uploading transactions, receipts, or bills into the system: Manually upload your transactions, receipts, and bills into QuickBooks Online.

When everything is settled, you can visit this reference if you want to reconcile your accounts in the future to keep your books balance: Reconcile an account in QuickBooks Online.

Stay in touch if you have any other questions or concerns about receipts in QBO. I’ll be right here to answer them for you. Keep safe always.