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How Do I Link a Receipt to a Customer or Bill

Receipts can be linked to bank transactions, and their Category/Account assignment determines how the spending is reported.

Steps

  1. Go to Pay & Expenses → Receipts and open the receipt.
  2. Use the "Linked to Transactions" tools to connect it to the matching bank transaction.
  3. Set the Category to match how this type of spending should be reported.

Good to Know

If a purchase needs to be billed back to a specific customer, record it as a line item on that customer's invoice with the matching Category/Account, rather than through the Receipts page directly.

Related Articles

  • How Do I Match Bills with Bank Transactions?
  • How Do I Categorize a Receipt?
  • How Do I Record an Expense Using Receipts?

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