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October 9, 2022
Question

Deposit not showing on transactions page, so I can't attribute to an invoice

  • October 9, 2022
  • 1 reply
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1 reply

LieraMarie_A
October 9, 2022

Hi there, @hello-davethomas.

 

We're here to ensure you get the most updated transactions. This way, you can match your deposits to your invoices.

What is the bank you have connected to your QuickBooks Online (QBO) account? I suggest updating it manually. This helps refresh the connection between your bank and QuickBooks.

 

Here's how:

 

  1. Go to Banking or Transactions from the left menu.
  2. Select the Update button in the upper right-hand corner.
  3. Wait until the update is done.

 

If you're getting the same result after updating, I'd suggest checking the bank's website to check if their website is undergoing maintenance or have server issues.

 

  1. Sign in to your bank or credit card's website. If you can't sign in, reach out to your bank or credit card company about the next steps.
  2. Look for any messages, notifications, or alerts. These should tell you if something isn't working.
  3. Review your account pages, account history, and transactions. If you can't see these, there may be connection issues.

 

If everything looks good, go back to QuickBooks and update your bank again. Additionally, you'll want to manually upload your transactions into QBO using a CSV file to make sure your transactions are up-to-date.

 

Keep me posted with your result or if you need further assistance with updating your bank. I'm determined to help you succeed. Have a wonderful day!