cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Want an expert to help you set up your QuickBooks Online? Find out how: Click here

Reply to message

View discussion in a popup

Replying to:
Anonymous
Not applicable

Reply to message

I know how to fix your concern about missing imported bank transactions in QuickBooks Online (QBO), aoy.

 

There are various sectors we can check to see why the transactions are unavailable from your bank feeds. With that, let me lay out these segments to start verifying and fixing the issue.

 

First, QuickBooks has an option where you can create a bank rule. This feature enables the application to categorise transactions from your bank automatically. Since you mentioned that your entries are unavailable from your For Review section, it could be that the rule applies and categorises them.

 

To verify, we can go to the Categorised tab in the banking menu. Here’s how:

 

  1. Go to the Transactions menu, and select Bank Transactions.
  2. Tap the Categorised tab and see your transactions.
  3. If you see the entry categorised as the incorrect account, you can unmatch and move it.

 

Otherwise, you can log in to your company file to a private or other supported browser. Doing so will eliminate common errors that hinder the application from working properly. 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)

 

Moreover, I added this article for further guidelines about categorizing entries and reconciling your bank. This is to keep your records accurate:

 

 

As your dedicated assistant, I am always ready to assist you in managing your transactions and provide you with expert guidance on any QuickBooks-related topics. Whether you need help with setting up your account, reconciling your bank statements, or generating financial reports, I am here to help you every step of the way.