From many import transactions, is there anyway to add receipts to each transaction automated?

cgst50cgst50 Posts: 4Expensify Customer

I am between adding lot of receipts for a legal guardian report I need.

I am in between Quicken and Expensify, and maybe both at the sametime...

I have Quicken report CSV largely without attached receipts.

Uploading files will give a-leg-up on adjusting categories but I need receipts of each transaction.

Is the only way to link each receipt is manually drag and drop?

Best Answer

  • Nicole TrepanierNicole Trepanier Posts: 601 Expensify Success Coach
    Accepted Answer

    Hi @cgst50! If you SmartScan your receipts by taking a photo of them with the app, sending them to [email protected], or dragging and dropping them into the website, your expenses will automatically merge with the imported CSV transactions.

    There are a few things that can cause them not to merge but if that's the case, our duplicate detection feature will throw a violation when you review your report and give you the option to merge them manually.

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