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Monday, June 08, 2026

How to Fix a Receipt That Needs Review

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If a receipt needs review, Receipt AI is asking you to check one thing before it finishes uploading.

Quick fix:

1. Open the receipt.

2. Read the message at the top.

3. Click Edit if details are missing.

4. Click Save.

5. Click Upload to QuickBooks or Upload to Xero if Receipt AI asks you to finish uploading.

Receipt AI Action Required message showing Vendor is missing and Click Upload to QuickBooks to finish.
Example: Receipt AI shows what needs attention at the top of the receipt.

Find Your Message

Look at the message shown at the top of the receipt, then follow the matching step below.

“Name is missing”

Click Edit and add the vendor name.

“Date is missing”

Click Edit and add the receipt date.

“Total is 0”

Click Edit and enter the correct total.

“Vendor is missing”

Click Edit and choose or add the vendor.

“Review duplicates”

Click Review Duplicates. Archive the extra copy if you do not need it.

“Click Upload to QuickBooks or Xero to finish”

Review the receipt, then click Upload to QuickBooks or Upload to Xero.

After You Fix It

Click Save.

If Receipt AI can continue automatically, it will.

If you see Upload to QuickBooks or Upload to Xero, click it to finish uploading.

What If I Do Not Need the Receipt?

If the receipt is a duplicate, incorrect, or not needed, archive it.

Archived receipts are still saved in Receipt AI, just hidden from your active receipt list.

Will Editing Create a Duplicate?

No. Editing a receipt in Receipt AI will not create a duplicate in QuickBooks or Xero.

If the receipt has already synced, Receipt AI updates the existing receipt or transaction when possible. If the transaction has already been reconciled, the change stays in Receipt AI.

eeds review

action required

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manual review

smart review

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QuickBooks

Xero

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A working professional traveling at a client site smiles as he takes a photo of a receipt with his smartphone. He plans to upload the receipt using SMS and Receipt AI, which is integrated with Xero or QuickBooks, while sitting in a cozy café environment. Indicating the ease of using the app.
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