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F
flo9
May 25, 2021
Question

How come I cannot create expense from add receipt?

  • May 25, 2021
  • 1 reply
  • 0 views

When receipt is uploaded sometimes it works well. 

 

Sometimes it goes to "needs action" and I can ONLY add to existing ones. Why can't I create a new expense from the receipt? I cannot even save it after reviewing like the FAQ. I can only add to existing ones, making it really unfriendly to use.

1 reply

J
JamesM4
May 25, 2021

Hi flo9,

 

QuickBooks is designed to help small business owners get ahead with their work. I'll be happy to steer you in the right direction so you can get back to being amazing at managing your business. 

 

QuickBooks Self-Employed scans the receipt and it automatically enters the details for you. The process may take a few second but once it's complete, follow the steps below:

  1. Navigate to the Transactions menu.
  2. Click on the Unreviewed tab and look for the receipt.
  3. Select the receipt and categorize it. If you see a Needs action message, select it to review your transaction. Correct any details and select Save.

I can see how beneficial it is to be able to have all the transactions automatically categorized and I recommend sending feedback about this to our engineers. You can do this by clicking the Assistant menu > Talk to a human. 

 

Let me know if this info helps. I'll be here in case you have other questions. Otherwise, I wish you a great rest of the day. 

 

 

 

F
flo9Author
May 25, 2021

The issue was connecting my bank account. It regarded the receipt as something that HAS to match something in the data that pulled from the bank. I could not make new transaction. That was frustrating. I just disabled my bank and it worked like normal. The fact that I cannot change GST manually is what made me turn away from this and went back to excel.

J
JamesM4
May 25, 2021

I hear you on this. If you'd like to get direct support with this, I recommend contacting our Self-Employed team for additional support. You can contact the team using this link here. You're more than welcome to ask other questions, I've got your back. 

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