Hi there, @Sum1.
To clarify, do you mean you can't find the transactions when reconciling even after categorizing them in bank feeds?
Before you reconcile, make sure you review and match all of your downloaded transactions. If your bank is not importing new transactions, you can run the manual update as suggested by LollyNino_C.
If you're getting the same result after updating, I'd suggest checking the bank's website to check if they're undergoing maintenance or have server issues.
Here's how:
- Sign in to your bank or credit card's website.
- Look for any messages, notifications, or alerts. These should tell you if something isn't working.
- Review your account pages, account history, and transactions. If you can't see these, there may be connection issues.
If everything looks good, go back to QuickBooks and update your bank again. Also, if you've recently updated anything on your bank’s website, update that info in QuickBooks as well. For the detailed steps, proceed to Step 3 in this article: What to if you can't download transactions.
If you've got all of them entered and added but are not showing on the reconciliation page, you may have set filters that hid them. You can clear them by clicking on the Clear filter/View all link.
Here's how:
- Go to the Gear icon and select Reconcile. If you're reconciling for the very first time, select Get Started to continue.
- From the Account dropdown, select the account you want to reconcile. Make sure it's the same one on your statement.
- If you see a message about a previous reconciliation, select We can help you fix it. You need to fix this before you start.
- Review the Beginning balance. Make sure the beginning balance in QuickBooks matches the one on your statement.
- Enter the ending balance and ending date on your statement.
- If you see it, review the Last statement ending date. This is the end date of your last reconciliation. Your current bank statement should start the day after.
- When you're ready to start, select Start reconciling.
- Click the Clear filter/View all links to view all transactions.
Additionally, you can manually upload transactions into QuickBooks Online. This feature allows you to enter older activities.
I'd be happy to see you here again if you need more help with reconciling your accounts. Happy Holidays!
