Skip to main content
T
ThPA
November 29, 2023
Question

my banking update is not showing tansactions that need reviewed so I can clear them. It is stating that all transactions are reviewed - but not adding a "C" to the collum

  • November 29, 2023
  • 1 reply
  • 0 views

Up until a few days ago when checks matched via the on-line banking match (either automatic or manual) they would show as cleared (little 'c') in register and we could run reports showing uncleared checks.  These checks would also already be cleared when going to do a bank reconciliation for the month.  Now the only way to clear a check is to do a bank reconciliation and manually clear them.  

 

My bank balance is correct, so it appears that QB is connecting to the account.  However, it seems as though it is not downloading the transcations that have cleared.

1 reply

Bryan_M
Bryan_M
November 29, 2023

We appreciate you for raising your concern here, @ThPA.

 

I understand not being able to view your bank transactions after updating your banking connection isn't usual on your end. Let me help you show these transactions so you can proceed in reviewing, and then clearing them.

 

Before anything else, I'd like to know what's your banking institution. It might be there's an ongoing issue on their end. You can check it on their website to learn if there's any.

 

Moreover, QuickBooks (QB) will only depend on when your bank will post every transaction performed, which is why it's important to update your bank connection.

 

On the other hand, it might be you recently updated any info on your bank's website, like your account number, username, or password. If so, update that info in QB as well. Here's how:

 

  1. Go to Transactions, then Bank transactions.
  2. Select the tile for the bank account. Then select the Edit ✎ icon.
  3. Select Edit sign-in info.
  4. Update your info as needed.

 

For additional details, check out this article: What to do if you get a bank error or can't download transactions in QuickBooks Online.

 

 

You might want to identify tax deductions and group similar transactions, feel free to read this article: Categorize online bank transactions in QuickBooks Online.

 

If you have more banking-related questions, click the reply button below. I'll respond as soon as possible. Keep safe.

Terms & ConditionsAccessibility statement