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January 20, 2020
Question

Pending Transactions

  • January 20, 2020
  • 2 replies
  • 0 views

I uploaded receipts last week via the upload tool, the transactions show as an image, but are still in the pending status, after over 4 days.  I read somewhere this should only take around 24 hours - is anyone else experiencing this, is there a work-around, I cant see an option to delete them and manually add ?  any help would be appreciated.

2 replies

January 20, 2020

Hello MJH13,

 

You can manually accept the transactions imported in QuickBooks Sef-Employed.

 

  1. From the Transactions tab, select the receipts.
  2. Click on Type All.
  3. Select a type.
  4. Click on Save

Let us know if you have any questions. We are here to help. 

MJH13Author
January 21, 2020

Hi Garlyn  - I dont get the option to select, no tick box to the left, the receipts are just showing as pending - saying gathering receipt details.  I would add them manually, but I cant see an option to delete them either so this would mean eventually there would be duplicates.

January 21, 2020

HI MJH13,

 

Could you send us a screenshot of what you see so we can have a look at it for you, we would really appreciate it. Thanks

May 7, 2020

Hi MJH13 -- I have this same issue.  Did you get a fix, i.e., a way to delete your "pending status" transaction?

MaryLurleenM
May 7, 2020

Hello there, KenSmith,

 

The receipts normally show a pending status for approximately 24 hours as the system searches for a possible match within your account . If it's unable to find a match or there are multiple potential matches, you will find a Needs Action notification with appear on the screen.

 

If it's more than 24 hours and you're still getting the Pending status, I recommend reaching out to our QuickBooks Self-Employed support. They'll be able to check your account.

 

Here's how:

  1. Click Assistant from the top menu.
  2. Enter Talk to a human.
  3. Select from Start a chat or Get a callback.

Keep in mind, some options are only available at certain times.

 

Let me know if there's anything else I can be of help.

December 2, 2022

I have the same issue as the others.  What a mess!