Thanks for dropping by here in the Community, @thestanyardagen. I'll share some information on what to do with your pending receipts in QuickBooks Self-Employed (QBSE).
You'll need to wait for the pending receipts to be downloaded in your QBSE. These downloaded transactions are double-checked by the system. If the same transaction comes in from your bank, it'll match with the forwarded receipts. QuickBooks will also try to match them to transactions you've manually entered.
If it can't find a match, QuickBooks creates a new transaction from the forwarded receipt. Once the transactions is in QuickBooks Self-employed, you'll then want to categorize it. To begin, here's how:
I'll include a link here where you can find an article that will help you if you need any information or procedures related to QuickBooks Online. Help articles.
Additionally, here are some links to help you in the future:
If you have any additional QuickBooks-related concerns, let us know by leaving a comment down below. We'll keep an eye for your response. Keep safe and enjoy the rest of the day.
Thanks for this info! How many days does it take for a receipt to generate its own transaction if it can't match it? I have one pending for several days and still says pending. I was hoping this was a fast solution for adding receipts.
Hi @-thestanyardagen, I'll share details about your receipts.
When a forwarded receipt shows as pending, the same status will take approximately 24 hours. If the system is unable to find an existing record to match, pending receipts will display a message saying Needs Action to avoid creating duplicate transactions.
Here's an article to read and learn more about your receipts: Review Forwarded Receipts in QuickBooks Self-Employed.
I'm adding this reference with a compilation of articles that'll help you while working with your expenses and banking transactions: Banking in QuickBooks Self-Employed.
Let me know in the comments below using the Reply button if you've got questions other than splitting a transaction in QBSE. I'll be here ready to lend a helping hand. Take care always!