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bubblesintimellc
Level 1

All my receipts show cash when some were paid with a credit card. How do I fix this? Where can I go to edit those transactions to show credit card?

 
2 Comments 2
KlentB
QuickBooks Team

All my receipts show cash when some were paid with a credit card. How do I fix this? Where can I go to edit those transactions to show credit card?

I can share some information about how QuickBooks Self-Employed handles the forwarded receipts, bubblesintimellc.

 

When we import receipts to QBSE, the program will automatically check if a credit/debit card number is provided and it's credit/bank account is connected. 

 

If it has credit card info, then the receipt will match to a certain transaction coming from the feeds. The program will try to match it with a transaction and if it doesn't find one, the receipt goes into the Needs Action folder to avoid creating duplicate transactions.

 

If there's no credit/debit card number provided or that account isn't connected to QuickBooks Self-Employed account, the program will still try to match and attach the receipt to the existing transaction. However, it will automatically create a new cash transaction if it doesn't find a match.

 

To fix this, we can exclude those transactions. Then, let's manually recreate them attach receipts. I'll guide you how:

 

  1. Select Transactions from the sidebar menu.
  2. Tick the checkbox of the appropriate transactions.
  3. Click the Exclude icon above the table.

Once done, you can follow the steps below in recreating those transactions:

 

  1. Select Transaction from the sidebar menu.
  2. Click the Add Transaction button.
  3. Enter the amount and a brief description.
  4. Browse the Select a category menu and choose the best option to organize your transaction.
  5. If you have a receipt, you can drag and drop it onto the form.
  6. When you’re ready, select Save.

I've included an article that will guide you in categorizing and editing transactions in QuickBooks Self-Employed.

 

If you need additional assistance in handling your receipts, you can always find me here. As always, assistance is just a comment away.

 

bubblesintimellc
Level 1

All my receipts show cash when some were paid with a credit card. How do I fix this? Where can I go to edit those transactions to show credit card?

Thanks for your help!

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