Transactions that need receipts

heads up ! keeper docs is now deprecated, and this page is not maintained please visit keeper's help center at help keeper app for the latest docs and guides note the below guide is not necessary anymore, now that we have the expenses & bills without attachments report! if you know how a transaction should be classified, you may want to code this to a different suspense account other than your usual ask my accountant / uncategorized expense account this helps you know what kind of question to ask in keeper when you're ready to ask the client here's what we recommend doing for this process in quickbooks in qbo, we recommend creating a separate suspense account or class called needs receipt then, while you're in the bank feed, code transactions there when relevant in keeper create a custom account or class task for needs receipt transactions ask or bulk ask for receipts to your client, which will add these questions to your client portal if appropriate, you can use the similar historical transactions table to now reclassify these transactions to their appropriate expense accounts doing so will not remove the question from your client's portal, but will allow you to move the transaction to its proper category your clients can upload receipts to the transaction directly in their client portal however, if you want to direct your clients to a particular place to drop files (e g , a google drive or email), you can give them a link for that in their resources docid\ fsuyulm4wv3jkrpwlsbcm tab video overview