You're on track with the process of your transaction in QuickBooks Online (QBO), SJSG. Place it under Undeposited Funds and allocate it to fees at deposit. Match it with the bank feeds deposit you created, ensuring the date range is accurate.
For now, I suggest using a private window to help find the problem, since it won't save any extra files. Sometimes, browsing data can build up and stop you from a lump sum or any transaction. Here's how:
- Try using a private or incognito browser.
- Restart your browser, and clear your browser's cache.
- Then add Intuit as a trusted site.
To open an incognito window, you can follow these keyboard shortcuts:
- Press keys: Ctrl + Shift + P (Mozilla Firefox & Microsoft Edge browser)
- Press keys: Ctrl + Shift + N (Google Chrome browser)
- Press keys: Command + Shift + N (Safari browser)
If the concern persists recommend reaching out to our Support Team for assistance, as they can look into the issue: Contact support in product.
Live chat is available 24 hours GMT Monday - Friday.
In addition, you can check this article when you reconcile an account, compare transactions, and how to track your cash flow in QuickBooks with the same ones on your bank statements:
Tap me with your concerns or any related QuickBooks Online queries. I'm here 24/7 to assist you. Have a great one!
