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Lwest2
April 5, 2024
Question

Unable to clear 'needs action' from certain transactions that have a receipt

  • April 5, 2024
  • 1 reply
  • 0 views

Hello,

I have many transactions with receipts that "needs action."  However, when I review the receipt info there is no way to confirm it is correct.  I click the "update button" and I get an error that says "can't find a matching transaction" and then asks "attach this receipt to an existing transaction?".  I click yes, as the transaction is very much existing, and nothing happens. The screen doesn't change and I have no way of moving forward. 

Anybody else having this issue?

Many help or suggestions are much appreciated!

Lindsay

1 reply

AlverMarkT
AlverMarkT
April 5, 2024

I appreciate your reporting the problem you experienced, Lindsay. 

 

QuickBooks Self-Employed scans receipts for date, amount, vendor, and account. If a match is found, it attaches the receipt to the transaction. I'm here to help resolve matching certain transactions that have a receipt in QuickBooks Self-Employed (QBSE). 

 

If you're working on a web browser, let's initially access your account through your browser's incognito mode, as this could be a temporary browser problem. 

 

  • Google Chrome: Ctrl + Shift + N
  • Edge: Ctrl + Shift + N
  • Firefox: Ctrl + Shift + P
  • Safari: Shift + Command + N

 

When you see a Needs action message on your Transactions page, click on it to review the transaction. Make sure all the details are correct and click on Save. If there is already an existing transaction, select Yes when prompted to attach the receipt to the existing transaction.

 

If this works, proceed to clear your browser's cache. This process will remove and fix specific issues and help the program run optimally. Additionally, you can use other devices and supported browsers to ensure everything works as expected.

 

On the other hand, let's perform app troubleshooting steps if you're working on a phone.

 

For iOS:

 

  1. Go to the Help menu.
  2. Select Reset App Data.
  3. Click on OK.

 

For Android:

 

  1. Proceed to the Home menu or tap the three dots in the upper right corner.
  2. Tap on Settings.
  3. Select Refresh Data.
  4. Click on Yes.

 

After this, perform matching or attaching the receipts to existing transactions.

 

For future reference, let me add this article should you need to enter older transactions from your bank: Add older transactions to QuickBooks Self-Employed. 

 

Let us know if the problem of matching receipts to existing transactions persists. We're committed to offering ongoing support. Take care.

L
Lwest2Author
April 6, 2024

Thank you for prompt reply!

 

Unfortunately neither the browser or mobile app worked following those steps.  In both cases there is not a "save" button, only an "update" button.  If I click "update" it asks if I want to manually attach to a transaction, but the transaction is not found.   All the information in the transaction that needs attention is correct, I just want to confirm and clear. 

 

Any further help is greatly appreciated.

 

Thank you!

 

Lindsay

C
ChristieAnn 11
April 6, 2024

I appreciate you for providing updates about your concern, Lwest2. This isn't the kind of experience I'd wish you to have regarding categorizing entries, and I know how vital it is without issue. Let me route you to the right support team to assist you further on this and ensure you can organize your transactions smoothly.

 

I recommend contacting our QuickBooks Self- Employed Support Team. They're the best support group for such inquiries as they can request account information. This allows them to investigate the cause of why the entry is unable to find a match even transaction that needs attention is correct.

 

Here's how:

 

  1. Click the Help (?) icon and select Contact Us. If you’re using the QBSE app, tap the + button and select Ask QB Assistant.
  2. Enter “talk to a human”, then select Continue.
  3. Choose which way you want to connect with us.

 

In case you need information on how the program helps you record your income and expenses, track mileage, and prepare your Schedule C tax form, you can read this article: Overview of QuickBooks Self-Employed.

 

Drop a reply anytime if you still have questions or concerns with receipts. I'm always here to help you further. Take care, Lwest2.

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