Account management
I appreciate you getting back to us and providing screenshots for additional reference, MCWW.
Yes, you're right that the transactions you encircled are the ones that were automatically downloaded from the bank. Any deleted accounts that are not showing up, even after including the inactive accounts, need to be fixed, and I'm here to help you with that.
To isolate this, you can log in to your account using a private browser or an incognito window. This will help us determine if the issue is related to your browsing data or extensions.
- For Chrome: Ctrl + Shift + N
- For Firefox: Ctrl + Shift + P
- For Safari: Command + Shift + N
Another way is to use compatible browsers when accessing QuickBooks Online. It optimizes and minimizes potential compatibility issues.
Moving forward, you can access the Categorized tab and undo any duplicate transactions that aren't part of your reconciliation. Here's how:
- Go to the Transactions menu.
- In the Bank transactions, go to the Categorized tab.
- Find the duplicate transaction and select Undo.
If you suspect that someone has made changes to your work in your books, you can use the Audit log feature to view the activity history.
Additionally, you can utilize these articles when reviewing and reconciling your accounts:
- Categorize and match online bank transactions in QuickBooks Online.
- Learn the reconcile workflow in QuickBooks.
If you have further concerns about addressing unexpected issues with accounts and transactions, please let me know by commenting below.
