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Liz-in-texas
September 3, 2022
Question

Transactions from a linked bank account

  • September 3, 2022
  • 1 reply
  • 0 views

My bank lists all checks as “CK Store”.  When these items appear in QuickBooks, they all show the same Category and Payee.  If I change one, they all change.  There is no rule in effect to account for this.  I have unlinked and re-linked the bank account but it didn’t change anything.  Would appreciate any help.

1 reply

C
CharleneMaeF
September 3, 2022

I'd be delighted to assist you with this banking issue, Liz-in-texas.

 

May I know the name of your bank account? Doing so helps us investigate this.

 

QuickBooks Online is dependent on what your bank shares. This issue could be browser-related.

 

I'd recommend accessing your QuickBooks account via a private window to check if there's an issue with the browser.  

 

Here are the keyboard shortcuts: 

 

  • Safari: Command + Shift + N 
  • Google Chrome: CTRL + Shift + N
  • Mozilla Firefox or Microsoft Edge: CTRL + Shift + P 

 

Once signed in, categorize the bank transactions again. If it works, clear the browser's cache to improve the program's performance.

 

Let's use other support browsers if the issue persists.

 

I've also included an article that'll help you review your accounts in QuickBooks to make sure they match your bank and credit card statements:  Reconcile Workflow.

 

Keep us posted if you need additional help in reviewing your transactions. We want to ensure this gets resolved.

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