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SignEnhancers
January 7, 2025
Question

Missing card payment in QBO feed

  • January 7, 2025
  • 1 reply
  • 0 views

I made a credit card payment four months ago from my checking account. The transaction appears in both account bank registers in QBO (same date, bank, amount, correct to/from accounts, and marked as credit card payments). It appeared and has been categorized in QBO's feed for the checking account, but it is nowhere to be found in the feed for the card account. I've checked for it under for review, categorized and excluded, to no avail. The checking register shows the payment marked as cleared and manually added from bank feeds; these fields are blank in the card register. I've followed steps from articles I found here re: locating missing transactions, but nothing's working.

 

How can I get this transaction to appear in the card account feed so it can be categorized? I've been carrying the error differential for months and need to get it cleared. Thanks!

1 reply

J
JamaicaA
January 7, 2025

There are a few possible reasons for missing credit card transactions in QuickBooks Online, SignEnhancers.  I appreciate your effort in searching for resources to locate them. Let me share ways to make this entry visible in your card account feed.

 

First, verify the date filter in your bank register to ensure all transactions are displayed. To proceed, go to the Transactions menu, then hover your mouse over Bank transactions.

 

Next, review the Audit Log to see any modifications made to your company file. It will help us determine if the credit card payment has been removed. Follow the steps below:

 

  1. Go to the Gear icon, then select Audit Log.
  2. In the Events field, choose All transactions.
  3. Choose the appropriate User and set the Date Changed filter to narrow the results.

 

Check out this detailed article about tracking activities in the audit trail: Use the audit log in QuickBooks Online.

 

Additionally, you can run reports for specific periods when categorizing them. Generate the Transaction Detail by Account to monitor income accounts, Profit and Loss for income or expenses, or Balance Sheet for Asset, Liability, or Equity.

 

However, I recommend contacting our Support Team if you've verified that the payment transactions are missing. They can provide further assistance regarding the issue with your card account feed.

 

Our objective is to ensure the accuracy of whether the entries are valid. If you prefer to manage your account balances independently with the help of an accountant, consider speaking with a QuickBooks Live Expert for more tailored assistance.

 

Furthermore, visit this guide to learn more about matching and managing your downloaded entries: Categorize and match online bank transactions in QuickBooks Online.

 

Lastly, save these resources to match account balances and prepare for year-end tax returns:

 

 

I'm available to help you manage credit card payments. Just respond to this message, and we'll get back to you. Stay safe!

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