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Level 1

The way my receipts are labeled it looks like an invoice can I correct this?

 
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Moderator

The way my receipts are labeled it looks like an invoice can I correct this?

Hello there, @klocklear45.

 

Welcome aboard to the Community. I can share some information about how you can correct receipts in QuickBooks Self-Employed.

 

When you add a receipt from the Transactions section, QuickBooks scans the information and enter the details on your behalf. If you see the Needs action prompt, then yes, you can select it to review and correct the details.

 

In case you're unable to make changes to the labels, I suggest you exclude the transaction and re-enter it manually. Please follow these steps:

 

  1. On the left navigation bar, click Transactions.
  2. Search for the transaction.
  3. Click the arrow pointing to the right. 
  4. Put a checkmark on the box beside Exclude this transaction.
  5. Hit Save
  6. Scroll up, then click Add transaction.
  7. Re-enter the information and press Save

For additional reference, I've attached a link you can use about how to attach receipts using the QuickBooks mobile app: Record or attach expense receipts in QuickBooks Self-Employed.

 

Please let me know if you need anything else. The Community and I will be here to help you.

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