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M
MJH13
January 20, 2020
Question

Pending Transactions

  • January 20, 2020
  • 26 replies
  • 22 views

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.

26 replies

A
Anonymous
January 20, 2020

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. 

M
MJH13Author
January 21, 2020

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.

A
Ashleigh1
Level 14
January 21, 2020

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

Thanks


 

(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?

 

 

 

 

K
KenSmith
May 7, 2020

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

MaryLurleenM
MaryLurleenM
Level 6
May 7, 2020

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.

    P
    peggyglaub
    December 2, 2022

    I have the same issue as the others.  What a mess!

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