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Join nowI 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:
Once done, you can follow the steps below in recreating those transactions:
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.
Thanks for your help!
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