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February 6, 2023
Question

After I scan my receipt and then the transaction posts a couple days later how do I sync them?

  • February 6, 2023
  • 1 reply
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1 reply

February 6, 2023

Good day, @lfsalesandconsul.

 

After your receipt images are forwarded, you'll have to categorize them to link them to your transactions. Here's how:

 

  1. Go to the Transactions menu.
  2. Look for the receipt you forwarded.
  3. Review the details.
  4. Follow the steps to categorize the transaction.

 

In case you notice duplicate transactions, here's how to fix them.

 

For complete guidelines, you can check out this article: Forward receipt images to QuickBooks Self-Employed.

 

I'm here to assist you again if you have other questions about QuickBooks Self-Employed. Simply click the Reply button and leave a comment below. Have a good one.