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July 9, 2024
Question

I recorded an expense but it is not showing up in the checking account / chart of accounts

  • July 9, 2024
  • 1 reply
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1 reply

July 9, 2024

Let's work together to troubleshoot this issue, fburghardt. If you entered an expense in QuickBooks Online (QBO) but it's not appearing in the checking account/chart of accounts, there could be several reasons. I'm here to help you investigate and resolve this.

 

First off, double-check the date range. Ensure that the date range you view in the checking account or chart of accounts includes the date of the recorded expense. Sometimes, if the date range filter is set incorrectly, transactions can appear hidden. 

 

 

 

 

Once the date range is correct, we need to verify the account used in the transactions. Using an incorrect account will not show the transactions in the linked checking account. Therefore, selecting the correct Payment account linked to the checking account is essential.

 

 

 

 

 

 

 

If none of these steps resolve the issue, I suggest opening your account using an incognito/private browser. This can help rule out any potential browser-related issues or conflicts that may affect the expense's visibility in your Chart of Accounts. To open an incognito or private browser window, you can use keyboard shortcuts:

 

  • Mozilla Firefox: press Ctrl Shift P
  • Internet Explorer: press Ctrl Shift P
  • Safari: press Command Shift +N

 

Once you have opened the incognito or private browser window, log in to your QuickBooks Online (QBO) account and check if the expense is now visible in your checking accounts. If it appears correctly, there might be a temporary issue with your browser or its cache. In such cases, clearing your browser cache and cookies or using a different web browser can often help resolve the problem. 

 

Furthermore, you may want to check out this article to learn how to reconcile your accounts to match your bank and credit card statements: Reconcile an account in QuickBooks Online.
 

Feel free to reply below if you need further assistance recovering the missing expense transactions. I'd be glad to help. Have a good one.