Mark_R
Moderator

Banking

Thank you for posting your issue here in the Community, @Txfordgirl.

 

I appreciate you performing the steps shared by my colleagues above. I want to ensure you can upload your bank transactions correctly to QuickBooks Online (QBO).

 

Just to clarify, are those bank transactions are imported manually into your QBO account? If so, you'll want to make sure the Debit and Credit columns on your CSV file are placed properly. This way, the spent and income will show properly in your bank feeds.

 

However, if it's connected to QBO, I recommend reaching out to your bank. They may check the transactions further and provide some information on how they download transactions to QBO.

 

Once you're ready to reconcile your bank account, you can check out this article: Reconcile an account in QuickBooks Online. This will help make sure your QuickBooks transactions match your bank statement.

 

Please don't hesitate to leave a comment below if you have other concerns or follow-up questions about your bank transactions. I'm always here to help.