How do I match a submitted receipt to an existing transaction?

Hey there, @sarah-cakeitso-c.

Once you uploaded a receipt, QuickBooks tries to match forwarded receipts if the same transaction comes in from your bank. It also tries to match them with transactions you've entered manually.

If it can't find a match, the program creates a new transaction from the forwarded receipt.

If QuickBooks can't record it, you'll see a "Needs action" message in the Type column. For transactions from accounts connected to online banking, wait until QuickBooks downloads your recent transactions. Then select the message and add any missing info as needed.

For more info, please refer to these articles:

• Record or attach expense receipts in QuickBooks Self-Employed
• Forward receipt images to QBSE

In case you notice duplicate transactions, here's how to fix them.

It's great having you join us here in the Community. I'm happy to lend a hand with changing your bank's website address.