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seanfkehoe
December 19, 2022
Question

Missing Credit Card payments in banking view

  • December 19, 2022
  • 1 reply
  • 0 views

I am using Quickbooks Online.

 

Am new bookkeeper at the company I work at and am inheriting some issues.

 

The issue this time is that we have regular monthly payments to a supplier, usually in the same range every month. There are three months missing (Apr, July and Sept of this year) but every one before or since has a payment from them.

I looked at the account on the bank's website and we 100% made payments on those months at the usual time.

 

Looking at the "for review" and "excluded" tabs do not show these interactions so I cannot put it to the expense account this goes to (and the categorized tab shows everything except these months). It only shows uncategorized ones from this month and nothing older.

 

Is there a way to make the system find these old payments or must I do some sort of manual entry? 

1 reply

JenoP
JenoP
December 20, 2022

Let's make sure that all transactions are downloaded in your Online Banking, seanfkehoe.

 

There are times that browser issues can prevent banking transactions from being downloaded in QBO. I'll share some steps on how to resolve common banking issues in QBO. 

 

First, access your QBO account in a private or incognito window. You can also use other browsers if you have a different option on your computer. Use these keyboard shortcuts on how to start an incognito browsing session:

 

  • Ctrl + Shift + N  for Google Chrome
  • Ctrl + Shift + P for Firefox
  • Control + Option +P if you're using Safari
  • Ctrl + Shift + P for Microsoft Edge

 

Second, go back to your account and do a manual banking update. Here's how:

 

  1. Go to Transactions menu, then select Bank transactions.
  2. Click Update.

 

 

Then, go back to the For Review tab and check if you can already see the missing transactions. If can you already see them, follow the steps in this article to delete your browsing history: Clear Cache And Cookies To Fix Issues When Using QuickBooks.

 

Let me also share this article for additional references: What To Do If You Can’t Find Downloaded Transactions in QuickBooks Online.

 

Lastly, allow me to share a couple more articles just in case you might need them when working with your banking transactions: 

 

 

Don't hesitate to keep me posted if the missing transactions are now showing up. You can also ask follow-up questions if you need anything else. 

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