Thanks for dropping by here in the Community, @thestanyardagen. I'll share some information on what to do with your pending receipts in QuickBooks Self-Employed (QBSE).
You'll need to wait for the pending receipts to be downloaded in your QBSE. These downloaded transactions are double-checked by the system. If the same transaction comes in from your bank, it'll match with the forwarded receipts. QuickBooks will also try to match them to transactions you've manually entered.
If it can't find a match, QuickBooks creates a new transaction from the forwarded receipt. Once the transactions is in QuickBooks Self-employed, you'll then want to categorize it. To begin, here's how:
- Go to the Transactions menu.
- Look for the receipt you forwarded.
- Review the details.
- Follow the steps to categorize the transaction.
I'll include a link here where you can find an article that will help you if you need any information or procedures related to QuickBooks Online. Help articles.
Additionally, here are some links to help you in the future:
If you have any additional QuickBooks-related concerns, let us know by leaving a comment down below. We'll keep an eye for your response. Keep safe and enjoy the rest of the day.
