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GreenLad
July 27, 2024
Question

2023 expenses won't show up in one company's bank transactions

  • July 27, 2024
  • 1 reply
  • 0 views

So I have someone who has two businesses, therefore he has two QBO companies set up. His issue had been that he had mixed expenses between the cards of the two companies. We're working together to identify which expense belongs to which business in the cards, however a certain issue shows up. For some reason, 2023 expenses in certain cards won't appear under the bank transactions of Company A but will appear under Company B.

I don't know how to fix this issue and I'd appreciate some help.

1 reply

C
Carneil_C
July 27, 2024

I've got your back, @GreenLad.

 

I'll provide information to help you get around this issue and see those expenses on your bank transactions in QuickBooks Online (QBO).

 

The transactions downloaded in QBO are dependent on the data provided by your financial institution. To fix this, we can pull up your credit card bank statements for each company to compare the transactions.

 

What we can do is manually enter those missing transactions for company A. Here's how:

 

  1. Go to the Transactions menu.
  2. Within the Banking tab, click Upload Transactions.
  3. Follow the on-screen instructions to complete the process.

 

For transactions that appear on company B, you can seek professional advice from your accountant to know the next steps to handle them.

 

The articles below will serve as your guide when reviewing and reconciling your accounts in the future:

 

 

Stay in touch if you have more banking concerns. I'm always here to help you manage them in QBO. Take care always.

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