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November 2, 2022
Question

Why the bank transacctions does not show up on the accounting registers?

  • November 2, 2022
  • 1 reply
  • 0 views
The Bank transactions download from the bank conection  (external bank) to Quick books. But after we categorized the transactions, this ones does not show up on the accounting reports or registers

1 reply

November 2, 2022

I’m here to help and make sure these bank transactions will show up on your accounting reports and registers, Marcela.


You can generate reports and use the Audit log to review your records and check if there are changes with these transactions. Sometimes, updates can cause issues and affects your arrangements.


If there are no changes and the details are correct, then you can perform some troubleshooting steps to rectify this.


First, open your QuickBooks Online account in a private or incognito window for testing. You can use these shortcuts keys below for quick navigation:

 

  • Google Chrome: Ctrl + Shift + N
  • Safari 11 or newer: + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Microsoft Edge: Ctrl + Shift + P


Once logged in, check out your accounting reports and register once more. If you can see those entries, get back to your regular browser and clear its cache. Doing this helps the program to run better. You can also use other supported browsers as an alternative.


Here's an article in case you need tips to customize your accounts in QuickBooks: How to organize your chart of accounts. This will allow you to quickly determine your financial health so you can make better arrangements moving forward.


If you need more help with managing your transactions, please don’t hesitate to add a comment below. I’ll be here. Take care always!