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carlaschocolatebouquets
Level 2

I have snapped receipts but they haven’t matched up with my bank account, as its showing as cleared from the bank on a different date. How do I go about sorting these?

 
Solved
Best answer January 27, 2020

Accepted Solutions
RenjolynC
QuickBooks Team

I have snapped receipts but they haven’t matched up with my bank account, as its showing as cleared from the bank on a different date. How do I go about sorting these?

I'd like to help you sort the transactions in your QuickBooks Self-Employed, carlaschocolatebouquets.

 

You can manually add the transactions and attach the receipts by following the steps below.

 

For iPhone or iPad (iOS), here's how:

  1. Tap the two Green arrows Transactions.
  2. Tap the Plus (+) > Add Income or Expense.
  3. Add the receipt by tapping Attach receipt. Choose the image from your camera roll.
  4. Enter the transaction details and then tap Save.

For Android phones or tablet, you can follow these steps:

  1. Select Reply All > Transactions
  2. Tap the Plus (+) > Add Income or Expense.
  3. Tap Attach receipt. Choose the image from your camera roll.
  4. Enter the transaction details, then tap Save.

I'm also adding this article for reference: Manually add transactions in QuickBooks Self-Employed.

 

With regard to transfers between accounts in your QuickBooks Self-Employed, both should be marked as Transfers. Here's an article for more details: Transfers between accounts in QuickBooks Self-Employed.

 

I'll be right here if you have any additional questions. Thanks.

View solution in original post

2 REPLIES 2
carlaschocolatebouquets
Level 2

I have snapped receipts but they haven’t matched up with my bank account, as its showing as cleared from the bank on a different date. How do I go about sorting these?

I also have this transaction, it was a payment to my paypal account which is connected to QBSE then transferred to my bank which is also connected to QBSE. It’s then shown again as a bgc on my statement, Ive marked the transfer and this transaction as transfer, is that correct?

RenjolynC
QuickBooks Team

I have snapped receipts but they haven’t matched up with my bank account, as its showing as cleared from the bank on a different date. How do I go about sorting these?

I'd like to help you sort the transactions in your QuickBooks Self-Employed, carlaschocolatebouquets.

 

You can manually add the transactions and attach the receipts by following the steps below.

 

For iPhone or iPad (iOS), here's how:

  1. Tap the two Green arrows Transactions.
  2. Tap the Plus (+) > Add Income or Expense.
  3. Add the receipt by tapping Attach receipt. Choose the image from your camera roll.
  4. Enter the transaction details and then tap Save.

For Android phones or tablet, you can follow these steps:

  1. Select Reply All > Transactions
  2. Tap the Plus (+) > Add Income or Expense.
  3. Tap Attach receipt. Choose the image from your camera roll.
  4. Enter the transaction details, then tap Save.

I'm also adding this article for reference: Manually add transactions in QuickBooks Self-Employed.

 

With regard to transfers between accounts in your QuickBooks Self-Employed, both should be marked as Transfers. Here's an article for more details: Transfers between accounts in QuickBooks Self-Employed.

 

I'll be right here if you have any additional questions. Thanks.

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