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R
Rino DZ
May 3, 2021
Question

How do I match up transactions and receipt emailed to QB?

  • May 3, 2021
  • 1 reply
  • 0 views

I emailed in receipts to QB Self Employed and it hasn't matched them to transactions on my bank account. Can I merge them? How do I connect them?

    1 reply

    T
    Tammy_H
    May 3, 2021

    Hi Rino DZ,

     

    It's great to see you using the receipt forwarding feature in your QuickBooks Self-Employed. I can provide you all the information you need to get the most out of this feature. It'll help save you time so that you can get back to doing what you love.

     

    The first article I'm providing goes through forwarding receipts, matching and categorizing. The second article explains what to do if you end up with duplicate transactions:

    You should have all the information you need to work with your transactions and uploads. Please let me know if there's anything else that I can assist with. Take care.

    R
    Rino DZAuthor
    May 6, 2021

    Hi. Thank you for the response. So the answer is essentially no.

    I have sent feedback to be able to select two entries and merge them if they don't match up themselves. Thanks.

      A
      Alex M
      May 6, 2021

      Hi there Rino DZ,

       

      I appreciate that you left feedback for our developers within the system. If you have any other questions, feel free to reach out here.

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