Transactions that you publish from Receipt Bank to QuickBooks Online Simple Start will be sent to the 'Expenses' section of QBO.
In order for a transaction to successfully published, you need to complete two pieces of information on the Item Details page of the item in Receipt Bank:
- Payment Method* (which is linked to a Bank Account)
Note: Payment Method is not required for those using Receipt Bank Business or Extract. Find out more about the different Receipt Bank products here.
After you've completed these two fields of data, set a 'Publish to' destination and press the 'Publish' button.
‘Cash’ and ‘Credit Card’ transactions will be published to the ‘Expenses’ section of QBO as an ‘Expense’.
‘Check’ transactions will be published to the ‘Expenses’ section of QBO as a ‘Check’.
Note: if using Receipt Bank Business or Extract, change the 'Publish to' default setting from the 'Account Settings'>'General' page.