reconciling receipts in Quick Books Self Employed

Hello, @bcluelessone. I'll share some details on how to effectively handle your transactions under one receipt in QuickBooks Self-Employed (QBSE). 

You're right, merging two transactions isn't an option in QBSE. Also, there can only be 1 transaction per receipt so you'll need to manually add the receipt for each transaction. I'll show you how:
 

1. Open your QBSE account.
2. Navigate to the Transactions menu.
3. Choose a transaction, then tap on it.
4. From there, upload the receipt from your computer.
   
   
    
5. Once done, click Save.

Moreover, when you record a transaction in QBSE, you need to categorize it. This way, you can organize your income and expenses. Then, you'll be putting them on the correct Schedule C line. Refer to this article's Categorize a transaction section: Categorize transactions in QuickBooks Self-Employed. It also contains information about account categories in the Learn about Income and Expense drop-down field.

If you have any other questions concerning your QuickBooks transactions, please let me know by adding a comment below. I want to make sure everything is taken care of.

Thank you for the response Nicole but it still leaves me with the problem that I have no way to make the one receipt match the two transactions. The first transaction is for a deposit and I *think* I can upload a picture of the receipt for the deposit. But while the second transaction is for the remaining balance, the receipt that I get shows the entire order including the deposit, so those numbers don't match. 

Does each transaction require a receipt or is there a way to categorize several transactions under the same customer and then just upload the one receipt? Super confusing... 

Hello there, bcluelessone. I understand the importance of categorizing transactions in QuickBooks Self-Employed (QBSE).

To classify those entries, you can manually add a new transaction and ensure it has the same amount and details.

Here's how:

1. Go to the Transactions menu.
2. Click Add transaction.
3. Enter the Date, Transaction, and Amount.
4. Choose the right category by tapping the Select a category link.
5. Hit Save.

Additionally, here's a helpful resource you can look through to learn more about putting the transactions to the correct line of your Schedule C: 

• Categorize transactions
• Schedule C and expense categories in QuickBooks Solopreneur and QuickBooks Self-Employed

Let me know if you need further assistance with managing bank transactions or any QuickBooks-related matters by posting them here. Stay safe!