Qualified Tuition Programs, also called 529 plans or QTPs, are programs that allow you to save up for or prepay a students qualified higher.
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Use this article to learn more: How to Give Users Access to Receipt Management in QuickBooks Desktop? Understanding contributions to Qualified Tuition Programs (529 Plans) This article will help you understand and enter Qualified Tuition Programs in Intuit Lacerte, Intuit ProConnect, and Intuit ProSeries. If you don't have access to this feature in QuickBooks, it's best to contact the primary or admin user of the company data you're working with and ask for an access grant.
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To give you more insights on how this feature work, please see this article: Learn how to capture and upload receipts to QuickBooks Desktop Plus or Enterprise 2021.įor your reference, I'm sharing here some links that you can use when managing your bank entries in the system: You may consider manually matching those transactions that fails to match due to name extensions. It describes how the UI works and operational details for each area. When it comes to creating an alias on the name, this process isn't advisable. This is a guide to the functional areas of QuickBooks Desktop that your app can access. You may continue to adjust the date of the transactions to match them. Matching them will be based on its transaction details.Īt this time, being able to ease up the process isn't available. QuickBooks will automatically match the receipts that you've uploaded with the transactions that you entered in the system. Thanks for joining us here in the Community, me share clarifications about the receipt management feature in QuickBooks Desktop. We’ll be more than happy to assist you further. And, because the image is stored with your QuickBooks data, the digital copies of the receipts are available for audit in the future.Ĭheck out this article to learn more on how to capture and import receipts to QuickBooks.ĭon’t hesitate to reach out back if you have additional questions with receipt management. You will then review the receipt data and match-up any unmatched information before posting it to your accounting. QuickBooks Receipt Management will then extract data from the receipt images using optical character recognition to create transactions for you to review. That means you have the ability to add it directly, so you don't have to enter the bill payment.
That way, you can match it to the transaction you’ve already created. And it should be on the list under For Review tab. You can upload the receipts anytime in QuickBooks. Thanks for getting back, me share some information about managing receipts in QuickBooks Desktop.