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A
Anonymous
February 27, 2021
Question

How do I add a reciept with no matching transaction?

  • February 27, 2021
  • 1 reply
  • 0 views

I'm on QB self employed. I have a number or receipts, 44 of them, I have scanned in that are in the "needs action" section. For some reason, even though they were purchased using the debit card on an account that is linked, I cannot find the matching transaction in the bank records. i cant manually attach it to an existing transaction because the transaction isn't in the system. If I click no, then it just goes back into the "needs action" section.

I tried the "add transaction" tab, and entering the transaction manually, but then I go through the transactions to look for it, and its also not there. I'm sure there is something I'm doing wrong. I wish there was an add transaction selection when a receipt cant be matched, so it automatically ads the receipt. What should I try next?

1 reply

R
ReymondO
February 28, 2021

Hey there, @1360031.

 

Once you connect your bank or credit card accounts to online banking, QuickBooks Self-Employed (QBSE) double-checks your downloaded transactions. Then, it automatically matches forwarded receipts if the same transaction comes in from your bank. 

 

Since you're getting a "Needs action" message in the Type column, this means that QuickBooks can't record a forwarded receipt. Therefore, you have to wait until QuickBooks downloads your recent transactions. Then, select the message and add any missing info as needed. This way, you match them to your receipts.

 

For more info, you can check out this article: How to review forwarded receipts in QBSE.

 

Let me know if you need further assistance with this. I'm always around to provide answers and clarifications to your questions. Have a great day ahead and take care.

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