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Feb 2, 2021 10:16 PM UTC
Question

Outgoing/Spent transactions are not appearing in 'For review' on my transactions log that is connected to my current account. How do I solve this?

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5 replies

Feb 2, 2021 11:25 PM UTC

I've got you covered, @usergrinandgraze.

 

Let's manually update your bank account to show the spent transactions in the For review tab. Here's how:

 

  1. In your QuickBooks Online account, click Banking from the left menu.
  2. Select the appropriate bank account.
  3. Click the Update button.

Once done, check the transactions from the For review tab again to double-check. If you can't still see your spent transactions, you can check out this article for more troubleshooting steps: What to do if you can’t find downloaded transactions in QuickBooks Online.

 

Just in case you want to learn more about categorizing and matching your bank transactions, feel free to read this article for the detailed steps and information: Categorise and match online bank transactions in QuickBooks Online.

 

Should you need any additional assistance while managing your bank transactions, you can leave a comment below. I'll be sure to get back to you.

Feb 3, 2021 9:55 AM UTC

Hello, this still hasn't worked - I have tried manually updating the transactions and only my received income is appearing, none of my spent/outgoing transactions are filtering through. Could it be to do with the type of account I have detailed it as? It's currently categorised as a 'cash at bank and in hand' account with the detail set as 'current'?

Feb 3, 2021 10:05 AM UTC

Hi usergrinandgraze What type of account is it that you have connected and what bank is it?