Skip to main content
March 14, 2023
Question

Bank transactions imported from 5/3

  • March 14, 2023
  • 1 reply
  • 0 views

Bank transactions imported from 5/3 no longer include the check number. Is this correctable on the Quickbooks side of things or do I need to contact 5/3?

1 reply

March 14, 2023

You need to contact Fifth Third (5/3) Bank, @lmbatreasuryI'll share more about this below so you can manage your imported transactions in QuickBooks Online (QBO) accordingly.

 

QuickBooks solely depends on the information that your bank shares. Since they no longer include check numbers for imported transactions, I encourage you to contact them directly to verify and correct any data you need.

 

Once your transactions are imported, you'll have to review and categorize them to keep your financial data accurate.

 

Also, I encourage you to reconcile your accounts in QBO regularly (every month). This helps monitor your income and expense transactions and detect possible errors accordingly. You may want to check out this article as your reference to guide you in doing and fixing reconciliations in QBO: Learn the reconcile workflow in QuickBooks.

 

I'm all ears if you have other banking concerns or questions about managing transactions in QBO. You can drop a comment below, and I'll gladly help. Take care always, @lmbatreasury.