Question

How do I keep track of bank transactions with Square Checking by Sutton Bank? QB only seems to recognize Square as a POS app.

Forum|Forum|1 year ago
July 13, 2024
1 reply
0 views

How do I keep track of bank transactions for my Square Checking account by Sutton Bank? QB only seems to recognize Square as a POS app to track sales, but I also need to track expenses incurred with the Square Debit Card.

QuickBooks Online

G

GenmarieM

We appreciate your contribution to the Community, @info-thewellest-. Organizing your bank transactions is vital for ensuring a seamless financial workflow. Keeping your financial records in order is not just a matter of convenience; it is essential for effective financial management. By accurately tracking and managing your transactions, you can gain a clearer understanding of your financial situation, make informed decisions, and ultimately achieve your financial goals. Let’s collaborate closely to enhance the way you track, categorize, and manage your bank transactions

To effectively manage your bank transactions and expenses, you have two options. The first option is to connect your bank to online banking, which allows for automatic synchronization of your bank transactions. The second option is to manually import the transactions. Let me walk you through the process.

Here's how:

Go to Transactions, then click Bank transactions.
Hit the dropdown arrow and select upload from file to import transactions manually.
Upload the CSV file of your transactions and click Continue.
Follow the on-screen instructions.

Once done, you can now proceed to categorize your transactions according to their respective accounts.

Moreover, you can also reach out to your accountant for the accuracy of your categorization.

Finally, I'm adding this article as your reference for setting up rules to categorize your transactions automatically: Set up bank rules to categorize online banking transactions in QuickBooks Online.

It's always a pleasure to assist you. You can always come back to this post if you have additional questions about managing your bank transactions or other related tasks. I'll be sure to be around to offer support and guide you throughout the process. Have a good one!

I

info1933

I'm also in the same boat and have been manually uploading my transactions since there's no option to be able to log into Sutton Bank for this. But now it won't even let me do that! When I click Next after selecting the csv, the dropdown to choose the account to apply it to is completely blank and won't let me select anything.

R

rvrfrf

Thanks for getting involved with this thread, info1933.

Since you're unable to see an option to choose an account when uploading transactions, I'd recommend checking your browser. It's possible this could have something to do with temporary internet files. Browsing applications store these types of records, but sometimes they can cause issues with certain webpages. You can open a private window and check to see if pages load properly.

Here's how to access incognito mode in some of the most commonly used web browsers:

Google Chrome: Ctrl + Shift + N
Mozilla Firefox: Ctrl + Shift + P
Microsoft Edge: Ctrl + Shift + P
Safari: Command + Option + P

If your option to choose an account displays while browsing privately, it's safe to say this problem's being caused by your browser. It can be fixed by clearing cached data and Intuit-specific cookies.

In the event it continues not displaying properly while browsing in incognito mode, you'll initially want to try switching to another browsing application.

Here's a list of supported browsers:

Google Chrome - version 78 or newer
Mozilla Firefox - version 76 or newer
Microsoft Edge - version 75 or newer
Opera - version 68 or newer
Samsung - version 10 or newer
Safari - version 12 or newer

You can also check a browser's compatibility with QuickBooks by utilizing our browser health checkup tool. QuickBooks supports the current and two previous versions of browsers. If you find that you're using an unsupported version, make sure to update it to its latest release. Steps for doing so can be found on the particular company's website.

In the event you've found no problems that could be causing this with your browser, you'll want to check the operating system and internet speed you're working with.

Here's our recommended operating systems and internet speeds:

Windows PC - Windows 10, Intel Core i3 or a comparable processor (2013 or newer) with at least 2 GB of RAM, or Windows 10, Intel Core i5 or comparable processor with at least 4 GB of RAM.
Mac - OS X El Capitan 10.11, OS X High Sierra 10.13, or newer.
Linux - QuickBooks works with Linux, but you'll want to make sure you're using a supported browser and our recommended internet speeds.
Internet connection - 1.5 Mbps to 3 Mbps or higher.

If you meet our system requirements, but your option to choose an account still isn't displaying properly, I'd recommend using a different device and/or internet connection. If it continues happening on other devices and internet connections, you'll want to get in touch with our Customer Care team. They'll be able to pull up the account in a secure environment, conduct further research, and create an investigation ticket if necessary.

They can be reached while you're signed in.

Here's how:

Use the Help (?) icon.
Click Contact Us.
Enter a description of your situation in the What can we help you with? field, then hit Let's talk.
Select Start messaging or Get a call.