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February 17, 2021
Question

I uploaded some receipt in to quickbook self employed and they got lost but now after 5 months it shows in quickbook to be organized. I had to do some research to find that transaction.

  • February 17, 2021
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1 reply

AlexV
February 17, 2021

Thanks for posting here, distancelogistic.

 

Once you uploaded a receipt, QuickBooks Self-Employed will try to match it to the transactions on the account. If it is unable to find a match, it creates a new transaction. Then, all you have to do is categorize it.

 

If you already created an entry for this, you'll want to exclude or delete the transaction from the forwarded receipt to avoid duplicates. Then, manually attach the receipt.

 

Also, you should see a "Needs action" message in the Type column if there's an issue with the forwarded receipt. Need a reference? Here's how to forward receipt images to QuickBooks Self-Employed.

 

Comment below if you have other concerns. I'll be here!