Bills
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Every card or debit purchase has two halves: the receipt and the bank charge. They meet once, in QuickBooks For Review.
On the phone: Receipt, or Upload Photo Or Doc with the Receipt pill. Pick the project.
Project, cost code and the receipt photo, as a Purchase on that card’s account. Nothing for you to do.
Usually 1 to 3 days later, in QuickBooks For Review. QuickBooks offers a green Match.
In For Review: Match, never Add. You only send the charges that didn’t come through Slab.
Someone pressed Add instead of Match, so QuickBooks has the purchase twice. Slab spots it within the hour and lists it under Entered Twice. Press Delete In QB and remove the bank copy.
A charge shows up with no receipt joined to it. If Slab has a receipt that looks right, it’s under Possible Match: Link Receipt. If not, it’s under No Slab Receipt: Upload Receipt, or No Receipt Found to send it to QuickBooks with the reason.
Project and cost code are required (not for Owner Draw). Saving sends this to QuickBooks right away: the charge is coded with this project and cost code, and the reason goes in its memo. The row then reads Sent To QB.