Hi. When QB labels transactions as Needs Action, it keeps saying 'can't find matching transaction' when it's right next to the trans & receipt How do I fix and stop this?


Thank you for posting, vervenboss.

I'm here to share the things that you need to know about receipt forwarding feature functionality in QuickBooks Self-Employed.

The app needs at least 24 hours to process the forwarded receipt. Upon extracting the data, QBSE will get the Vendor, Date, Total and the Credit/Debit card number (optional). 

We'll try to match the receipt with a transaction and if we don't find one, by default, it goes into the Needs Action folder to avoid creating a duplicate. Check this article for more information about the workflows and the access points: Receipt forwarding feature Overview.

If it still doesn’t match, I suggest reaching out to the Product Support Team. They have the tools needed to verify and check what causes this behavior in a safe and secure environment.. You can reach them through this article: Contact QuickBooks Self-Employed Support

That's it. Let me know if you need further assistance with your transactions by leaving a comment below. I'm always glad to help in any way I can.​ Have a wonderful day. 

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