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Level 1

Pending Transactions

I uploaded receipts last week via the upload tool, the transactions show as an image, but are still in the pending status, after over 4 days.  I read somewhere this should only take around 24 hours - is anyone else experiencing this, is there a work-around, I cant see an option to delete them and manually add ?  any help would be appreciated.

21 REPLIES 21
Moderator

Pending Transactions

Hello MJH13,

 

You can manually accept the transactions imported in QuickBooks Sef-Employed.

 

  1. From the Transactions tab, select the receipts.
  2. Click on Type All.
  3. Select a type.
  4. Click on Save

Let us know if you have any questions. We are here to help. 

Level 1

Pending Transactions

Hi Garlyn  - I dont get the option to select, no tick box to the left, the receipts are just showing as pending - saying gathering receipt details.  I would add them manually, but I cant see an option to delete them either so this would mean eventually there would be duplicates.

QuickBooks Team

Pending Transactions

HI MJH13,

 

Could you send us a screenshot of what you see so we can have a look at it for you, we would really appreciate it. Thanks

Level 1

Pending Transactions

Hi Ashleigh - screen shot attached.

Level 1

Pending Transactions

Hi Ashleigh, have you managed to find anything out as yet ?

Thanks

QuickBooks Team

Pending Transactions

Hi MJH13,

 

Thanks for the screen shot, Sorry I have not been in touch, I have reached out to our higher engineers and we are looking into this for you. Can I check are you doing this though the app or a web browser? and have you had this issue before with your receipts saying pending for ages or is this the first time?

Level 1

Pending Transactions

Hello Ashleigh

 

This is the first time I have used the upload system, and I am using a web browser not the APP.  Hope this helps.

 

Melanie

QuickBooks Team

Pending Transactions

Hello Melanie,

 

Can I ask how did you get these receipts into QuickBooks?

 

 

QuickBooks Team

Pending Transactions

 

(continued from previous post)

 

Did you going to the transaction, add receipt then drag and drop the receipts there. I know you have said you have done this on a browser, Have you checked the app do you get the same thing showing or does it show them being pulled though. Also if you click on the box next to where it says date does it give you the option to delete or remove them?

 

 

 

 

Level 1

Pending Transactions

Hello Ashleigh

 

Yes i did go into the transaction and added the receipt by upload from my folder.  I havent checked in the APP as I wont be using the APP, I am a business operating this account on behalf of my client the sole trader, so dont want to use the APP.  There is no box where it says date to give me any option, as you can see from the screenshot sent previously.

Hope you are able to get to the bottom of this, it is now causing me real delays as I wanted to have this reported upon and back to my client before the end of this week, so he is able to agree to filing of SA return before 31st January.  Thanks

QuickBooks Team

Pending Transactions

Hello Melanie, 

 

On the screenshot where it has the word date, next to the word date on the left there is a box showing it its above the word pending and underneath the word types:all. if you can tick that box does it give you the option to exclude or delete these transactions? 

Level 1

Pending Transactions

Hi Ashleigh

 

No, this selects only the transactions below, which are not showing as pending.  

QuickBooks Team

Pending Transactions

Hello MJH13

 

Thanks for trying that.Okay our tier 2 technicians have asked if you could try uploading one of the original receipts today do you still get the same pending message?

 

Emma

 

Level 1

Pending Transactions

Hi Emma

 

I have just uploaded one of the original receipts and yes, I still get the pending message.

QuickBooks Team

Pending Transactions

Hello MJH13

 

Thanks very much for trying that.We have emailed you to request if possible one of the receipts as an example so we can test if there is an issue with the jpeg or png file itself. Once we have done the testing we will delete the attachment from the email

 

Thanks

 

Emma

 

Level 1

Pending Transactions

Hi Emma - I uploaded this receipt earlier this afternoon.  Are we any nearer a fix - I really need to get this return finished for my client.  If you are unable to find a solution, could you please just remove the pending transactions and I will manually add them.  Many thanks, Melanie.

QuickBooks Team

Pending Transactions

Hello Melanie

 

 

We have received your email and tested on 2 different computers uploading the receipt when we browse to it nothing uploads,when we drag and drop it in it uploads no problem.

If we can ask you to try dragging and dropping it in.In the mean time we have requested it to be escalated up to engineer level.If you could  reply back to the email with if the drag and drop works for you and we will be in touch that way with an update as soon as we have one

 

Emma

Level 1

Pending Transactions

Hi Emma

 

These receipts are still showing pending, despite me trying both the upload and drag/drop method of adding them.  I really need this sorting today please.  I am happy to add the receipts manually, but as I am worried about duplicates, can you please remove all the pending transactions, unless you are able to fix them early today.

Many thanks, Melanie

QuickBooks Team

Pending Transactions

Hi Melanie

 

Thanks for the update.I appreciate you want this resolved and the pending transactions removed today we are at the moment waiting for an update from our tier 2 team.We will email you on the case as soon as we have this.

 

Thanks

 

Emma

Level 2

Pending Transactions

Hi MJH13 -- I have this same issue.  Did you get a fix, i.e., a way to delete your "pending status" transaction?

Moderator

Pending Transactions

Hello there, KenSmith,

 

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

 

If it's more than 24 hours and you're still getting the Pending status, I recommend reaching out to our QuickBooks Self-Employed support. They'll be able to check your account.

 

Here's how:

  1. Click Assistant from the top menu.
  2. Enter Talk to a human.
  3. Select from Start a chat or Get a callback.

Keep in mind, some options are only available at certain times.

 

Let me know if there's anything else I can be of help.