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J
jbuonanoma-gmail
January 27, 2024
Question

How do I add bank transactions that aren't showing up in quickbooks?

  • January 27, 2024
  • 1 reply
  • 0 views
I am reconciling and I have 5 transactions on my bank statement that are not showing in quickbooks.

1 reply

I
Irene R
January 27, 2024

Welcome to the Community, Jbuonanoma.

 

I’m here to give information on how we can solve the bank transactions that aren’t showing in your QuickBooks Online (QBO) account. 

 

First, let’s make sure that the transaction isn’t in the Uncategorized or Unmatched transaction by checking on your Bank transaction page in the For Review, Categorized, and Excluded tabs. Also, ensure that the ending date of your reconciled transactions in QBO is relevant to your bank statement.  

 

If the transaction didn’t seem to appear in any of those tabs, let’s manually upload your transactions to your QBO account. You can follow the steps, I’ll be providing below.

 

Let’s start by opening an account register then:

 

 1. Click the Gear Icon ⚙, then select Chart of Accounts.

2. Look for the account register you want to review.

3. Select View register from the Actions column. 

 

After that, let’s add the transaction to the account register we just made:

 

  1. At the top of the list, choose Add journal entry, Add check, or Add deposit ▼dropdown.
  2. Select what kind of transaction you are adding. 
  3. To complete the transaction, fill in the fields. 
  4. Once done, click on Save.

 

You can check this article if you need further guidance on the steps I have provided: Manually add transactions to account registers in QuickBooks Online.

 

Once you have added your transactions, know that you can find, review, and edit transactions in account registers in QuickBooks Online.

 

Feel free to comment below for further concerns in adding your transactions in QBO. I’ll be here to assist you at any time. Have a good one!

M
mdiproducts
August 20, 2024

My checking account seems to not let me add transactions. In old QB you open the register and add deposits,checks very easy. I'm afraid to up load a csv file as it might duplicate the whole months transactions.

J
James_AL
August 20, 2024

Hello there, @mdiproducts.

 

I want to ensure your banking concern gets resolved. To be sure we're on the same page, I'd like to verify the name of the bank account and what specific behavior you encounter. Any additional information will get us closer to the resolution and check if there's an open investigation about this.

 

In the meantime, let’s conduct some basic troubleshooting before we proceed with adding the transactions.

 

On the other hand, you were right about the precaution that uploading transactions through CSV files, can potentially cause duplicate transactions especially if the connection between banks and QBO is fixed.

 

You can exclude transactions from automatically downloading into QBO for that specific transaction.

 

Finally, you can continue to manually enter transactions in his checking account register and mark them as cleared by using the letter C.

 

For future reference, here's an article you can check for the best practices when reconciling your account: Learn the reconcile workflow in QuickBooks. It also provides information on what to do when encountering challenges during the reconciliation process.

 

 I'll gladly provide further assistance if there's anything else you need help with when managing bank transactions in your account. Just let me know in the comments below and I'll make sure to get you covered. Keep safe and have a great day ahead!

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