How can I match a receipt scan and a bank transaction together if it doesn't automatically combine?

Welcome to Community, @fastfoodkkart.

I'll share the steps on how to match scan receipts. You can manually add the receipt from the transaction.

Here's how:

1. Go to the Transactions tab. 
2. Select the transaction you want to add the receipt to open.
3. Under Receipt section, tap the browse link.
4. Click Save.

After that, you'll have to categorise your transactions. It enables you to organize your income and expenses. For the step-by-step guide, check out this link: Categorise transactions in QuickBooks Self-Employed.

If you need help with other tasks in QBSE, you can browse this link to go to our general topics with articles. 

Keep me posted if you still have questions or concerns with receipts. I'm always here to help. Take care and have a happy weekend.

SO IF THEY DON'T AUTO MATCH I HAVE TO DOWNLOAD THE RECEIPT, SAVE IT TO MY COMPUTER AND THEN MANUALLY UPLOAD IT IN THE TRANSACTION IT BELONGS TO?

PROGRAM ENHANCEMENT IDEA...THERE SHOULD BE A WAY TO CHECK BOTH TRANSACTIONS (BANK & RECEIPT SCAN) AND COMBINE THE INFO IF THEY ARE THE SAME...

Thanks for coming back, fastfoodkkart.

The option to automatically match a receipt scan and a bank transaction together is unavailable. Your workaround is right where we can manually upload the receipt in the transaction. Here's how:

1. Go to the Transactions menu.
2. Select Add receipt.
3. Upload an image of your receipt.

QuickBooks Self-Employed (QBSE) scans the receipt and enters the details for you. It may take a few seconds. When the upload finishes:

1. Go to the Transactions menu.
2. Look for the receipt.
3. Select the receipt and categorize it. If you see a Needs action message, select it to review your transaction. Correct any details and select Save.

To learn more about this one, see the Record or attach expense receipts in QuickBooks Self-Employed article. You can also email images of your receipts to QuickBooks, just follow the steps and details in the Forward receipt images to QuickBooks Self-Employed article. 

Feel free to visit these blogs for any upcoming QuickBooks updates and enhancements:

• QuickBooks Resource Center
• The QuickBooks Blog

The Community will always have your back if you need a hand with importing your bank transactions or any QBSE related. Assistance is just one post away.

QB, you aren't understanding what we want. We have already scanned and uploaded the receipt (and thrown it away since we uploaded it). The bank transaction has already been imported. The 2 were not automatically matched. There are now TWO duplicate transactions in QB. We want to MERGE those two transactions so the receipt AND bank transaction are a single transaction. You might say, just delete the bank transaction so you've got 1 transaction, but I don't want to DELETE the bank transaction because I reconcile my statements by account. The method you suggest to get the receipt attached takes TEN extra steps, which is irritating to say the least, since I ALREADY SCANNED the reciept.. I have to 1) find both transactions by amount, 2) Open the receipt tranasction, 3) Expand the tansacation to get access to, 4) Click Open/View the receipt, 5) Download the receipt to my computer, 6) Go back to the Bank Transaction, 7) Expand the transaction to get access to, 8) Add the receipt that I just downloaded (which already exists in QB, so that doubly annoying), 9) Save the Bank transaction with the 2nd copy of the reciept, and 10) Finally Delete the duplicate REceipt transaction. OMG please make it possible to MERGE 2 transactions so scanned receipts can be added to bank transactions.

YEEEESSSSSSSS!!!!!!!!! Seems like it wouldn't be that hard of a thing to make happen.

I agree. Please allow us to check box the receipt entry and the bank entry and hit a merge button that combines the receipt to the bank transaction. 

I appreciate you for joining this thread and sharing your opinion, @jbuhlman.

I can see how beneficial it is to automatically combine your receipt and back transaction. Rest assured, I'll let our Product Developer know about this so they'll consider adding this in future updates.

While I can provide you a specific date as to when this will roll out, I recommend visiting our QuickBooks Blog page. Here, you'll stay updated on what our product engineers are currently working on.

Let me also add these links for reference in managing your transactions efficiently:

• Record or attach expense receipts in QuickBooks Self-Employed 
• Categorize transactions in QuickBooks Self-Employed

You're always welcome to get back to me if you have other concerns managing your transactions. I'm only a post away from you. Keep safe!