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Oakfield
Jun 1, 2018 1:10 PM UTC
Solved

Scanned receipts

When scanning receipts, will they automatically match them to the bank entry?

Answer
Jun 1, 2018 1:45 PM UTC

Hi Oakfield,

 

Welcome to Community.

 

When you scan your receipts, they will normal show a pending status for approximately 24 hours as the system searches for a possible match within your account . If it is unable to find a match or there are multiple potential matches, you will find a Needs Action notification with appear on the screen.

 

To review this, simply click or tap on the Needs Action to change any details.

 

Let me know if you need anything further.

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9 replies

Anonymous
Answer
Jun 1, 2018 1:45 PM UTC

Hi Oakfield,

 

Welcome to Community.

 

When you scan your receipts, they will normal show a pending status for approximately 24 hours as the system searches for a possible match within your account . If it is unable to find a match or there are multiple potential matches, you will find a Needs Action notification with appear on the screen.

 

To review this, simply click or tap on the Needs Action to change any details.

 

Let me know if you need anything further.

OakfieldAuthor
Dec 29, 2018 6:59 PM UTC

Just seen your reply!  Thank you very much. 

Rasa-LilaM
Apr 10, 2019 11:18 PM UTC

Thanks for joining on this thread, movie-fusion.


Allow me to chime in and provide some additional details on how QuickBooks Self-Employed handles the forwarded receipt's information.


You don’t have to necessarily scan the receipts after the bank data appear. Once we receive the emailed transactions, QBSE matches them automatically.


For more in-depth information, check out this article: Receipt forwarding.

 

That should get you on the right track. If there’s anything else I can help you with, reach out to me. I’ll be right here to assist further.

 

movie-fusion
Apr 11, 2019 7:42 AM UTC

Hi,

 

Thanks for the reply and for clarify that you can scan in receipts at any time. That’s actually not what an email customer service rep told me. 

 

The matching of transactions is is clearly not working I have several sat in my unreviewed list that are obviously the same in both amount and vendor name but they are not finding each other. Even you own quickbooks invoice has not matched up.

 

Is it an issue with timing? I read about a 24hr period where they search for matches, do they both need to have been uploaded within that period?

 

Its really frustrating. I thought that scanning in a receipt as soon as you get one was a great way to simply the accounting but it seems that I am spending more time downloading scanned receipts and re adding them to the bank transaction is taking more time than my old paper accounting system

 

please help...

    MaryLurleenM
    MaryLurleenM
    Apr 11, 2019 8:41 AM UTC

    Hello there, movie-fusion,

     

    Though, it's more ideal to scan in receipts after the transactions are downloaded, you can still do it at any time. It needs to match all the details like date, description and amount.

     

    I recommend contacting our QuickBooks Self-Employed support to further check why the bank transactions and scanned receipts are not matching. You can reach us here: https://help.quickbooks.intuit.com/en_GB/contact?product=qbse and tickets@selfemployeduk.uservoice.com.

     

    Let me know if there's anything else I can help you with.

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