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Scanned receipts

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

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Best answer 06-01-2018

Accepted Solutions
QuickBooks Team

Re: Scanned receipts

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.

9 REPLIES 9
QuickBooks Team

Re: Scanned receipts

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.

Not applicable

Re: Scanned receipts

Just seen your reply!  Thank you very much. 

Not applicable

Re: Scanned receipts

Hi, 

 

When I forward a receipt from my email to my account and it can't find a match, it creates a 'Receipt Scan' transaction rather than marking it as 'Needs Actions' like you mentioned here. 

 

I have to download the receipt to my laptop and re-upload to the matching transaction. If there a way around this with Quick Books Self Employed?

 

Moderator

Re: Scanned receipts

Thanks for joining in on the thread, JL04.

 

Like GillH said, the Need Actions option should appear before the system creates the transaction. Cache files might be causing QuickBooks Self-Employed to create the transaction without clicking the said option.

 

If you're using the mobile application, you can clear the application's cache storage by going to your mobile settings. Then, restart your mobile if possible.

 

If you're using a desktop or mobile browser, we can do browser troubleshooting steps to get rid of any cache-related issues.

  1. Open a private browser and access your QBSE account.
  2. If you can create the transaction successfully, we can clear the cache storage of your regular browser.
  3. You can use other supported browsers if necessary.

Feel free to get back to us if you have follow-up concerns.

Not applicable

Re: Scanned receipts

Hi,

 

This is happening to mine also. Are you supposed to only scan in receipts AFTER the bank transaction has appeared? Or can they be scanned in at any time?

 

My transactions don't seem to be matching up very often at all.

QuickBooks Team

Re: Scanned receipts

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.

 

Not applicable

Re: Scanned receipts

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...

QuickBooks Team

Re: Scanned receipts

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.

Not applicable

Re: Scanned receipts

The dates are hardly ever going to match. When you purchase the date on the receipt will nearly always be a few days before the date on the bank entry.