Skip to main content
August 31, 2023
Question

How do I find a customer if I only have a Statement number on my Bank feed?

  • August 31, 2023
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

Bryan_M
August 31, 2023

Greetings, Richard. We're grateful to have you here. Let me help you look for your customer in the Bank feed section. 

In the Banking transactions, there are certain sections that you need to tick to show it on the For review section. From the Banking menu, there's a Gear icon on the lower right. Tick the Payee box to view them in the For review section.

 

However, if the Payee section has checked, then the customer doesn't show. We recommend contacting your bank since QBO only depends on the details your bank is providing. It might be that there are new updates from your bank system.

 

Additionally, the articles below will help you manage your bank transactions, especially when you want to import and categorize those transactions:

 

 

We're thrilled to have you here. If additional questions get into your mind, feel free to reply to this post. We'll be willing to lend a hand. Take care always.