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fastfoodkkart
January 31, 2021
Question

How can I match a receipt scan and a bank transaction together if it doesn't automatically combine?

  • January 31, 2021
  • 11 replies
  • 0 views
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11 replies

ShiellaGraceA
January 31, 2021

Welcome to Community, @fastfoodkkart.

 

I'll share the steps on how to match scan receipts. You can manually add the receipt from the transaction.

 

Here's how:

 

  1. Go to the Transactions tab. 
  2. Select the transaction you want to add the receipt to open.
  3. Under Receipt section, tap the browse link.
  4. Click Save.

 

 

 

 

After that, you'll have to categorise your transactions. It enables you to organize your income and expenses. For the step-by-step guide, check out this link: Categorise transactions in QuickBooks Self-Employed.

 

If you need help with other tasks in QBSE, you can browse this link to go to our general topics with articles. 

 

Keep me posted if you still have questions or concerns with receipts. I'm always here to help. Take care and have a happy weekend.

fastfoodkkartAuthor
February 3, 2021

SO IF THEY DON'T AUTO MATCH I HAVE TO DOWNLOAD THE RECEIPT, SAVE IT TO MY COMPUTER AND THEN MANUALLY UPLOAD IT IN THE TRANSACTION IT BELONGS TO?

 

PROGRAM ENHANCEMENT IDEA...THERE SHOULD BE A WAY TO CHECK BOTH TRANSACTIONS (BANK & RECEIPT SCAN) AND COMBINE THE INFO IF THEY ARE THE SAME...

    RCV
    February 3, 2021

    Thanks for coming back, fastfoodkkart.

     

    The option to automatically match a receipt scan and a bank transaction together is unavailable. Your workaround is right where we can manually upload the receipt in the transaction. Here's how:

    1. Go to the Transactions menu.
    2. Select Add receipt.
    3. Upload an image of your receipt.

    QuickBooks Self-Employed (QBSE) scans the receipt and enters the details for you. It may take a few seconds. When the upload finishes:

    1. Go to the Transactions menu.
    2. 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.

    To learn more about this one, see the Record or attach expense receipts in QuickBooks Self-Employed article. You can also email images of your receipts to QuickBooks, just follow the steps and details in the Forward receipt images to QuickBooks Self-Employed article. 

     

    Feel free to visit these blogs for any upcoming QuickBooks updates and enhancements:

     

    The Community will always have your back if you need a hand with importing your bank transactions or any QBSE related. Assistance is just one post away.

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