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July 22, 2021
Question

Where does the money that I received go after adding it in from the banking page? I may need to adjust that received money amount

  • July 22, 2021
  • 1 reply
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1 reply

July 22, 2021

Thanks for reaching out to the Community forum, @katie-grose2018-.

 

Once you added the downloaded transactions to your QuickBooks Online (QBO) account, they're posted to the register and category where you assigned them.

 

To find the transactions on your register, here's what you'll need to do:

  1. In the left menu, click Accounting.
  2. Go to the Charts of Accounts tab.
  3. In the Actions column, select the View register for the register you want to view.
  4. Click the Filter icon.
  5. Select the filters you want you to apply. You can use the Find field to search by amount, reference number, or memo.
  6. Click Apply.

If you want to edit the transaction, see this article for the detailed steps: Find, review, and edit transactions in account registers.

 

You might also want to check out these articles to learn more about downloaded banking transactions and reconciling:

Let me know if you need anything else or have any other questions. I'll be around to help. Have a good day.