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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

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. 

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.

Level 10
January 23, 2020

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


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

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
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.

December 2, 2022

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