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October 12, 2024
Question

My QB Self-Employed is no longer processing my receipts that I forward it. Any idea how to fix this? I think it's happening because a previous receipt is stuck as pending

  • October 12, 2024
  • 1 reply
  • 0 views
I am thinking if I can delete that pending transaction that is stuck, it will continue processing my receipts. I noticed it stopped processing my forwarded receipts when the one document/receipt got stuck in pending. But I see no option to delete it on the web version or mobile version. Can someone please help me, my tax extension is due asap

1 reply

October 12, 2024

Hello there, cleatus. I understand how concerning it must be to have your QB Self-Employed account suddenly stop processing receipts, particularly when you're up against a tax deadline. It's frustrating when the feature doesn't work as expected, especially when you rely on it for important tasks. Let me share some information about the forward receipt feature and see how we can get this resolved for you.


Once you scan your receipts, they'll appear as pending for around 24 hours. The system looks for a possible match in your account, such as date, description, and amount. If the system doesn't to find a match, you'll see an alert Needs Action in the Type column. Additionally, there is currently no option to delete receipts that are in a pending state.

 

To resolve this, you'll need to review and update it. Like this:

 

  1. Go to the Transactions menu.
  2. Click the Needs Action folder.
  3. Choose a scanned receipt.
  4. Make the necessary updates.
  5. Then, hit Save.

 

Otherwise, if it has been more than 24 hours and your pending status has not changed, I suggest reaching out to our Support Team to look into this issue further. 

For more information about the forward receipt feature, you can check out this link: Forward receipt images to QuickBooks Self-Employed.

Feel free to hit that Reply button if you have additional questions about forward receipts in QuickBooks. Have a great day ahead.