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What is happening when a receipt is pending after a receipt scan? How long does this action take before I can categorize?

 
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What is happening when a receipt is pending after a receipt scan? How long does this action take before I can categorize?

Hi there, @broganto

 

Let me share some information about the scanned receipt feature in QuickBooks Self-Employed. When you scan your receipts, they will show as pending for approximately 24 hours. The system searches for a possible match within your account, like date, description, and amount. If it's unable to find a match or there are multiple potential matches, you'll have to click on the Need Action alert to review the transaction.

 

Here's how: 

  1. Go to the Transactions tab, then tap the Plus (+) sign.
  2. Select Snap receipt.
  3. Choose a photo from your camera roll, or take a new picture. QuickBooks Self-Employed will take the info from the receipt and enter it for you. While it's working, you'll see your receipt in the Pending section.
  4. In the Needs Action section, open and review your transaction.
  5. If you need to, add or correct any details.
  6. Hit Save.

This will create a new transaction in QuickBooks Self-Employed to match receipts. After that, you can categorize the transaction.

 

I've also attached some articles you can use to manually add transactions and get receipts from your email: 

Drop me a comment below if you have any other questions. Have a great day ahead. 

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