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December 7, 2019
Question

Why do transactions that need to be reviewed not pull through when i have updated my bank balance

  • December 7, 2019
  • 1 reply
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1 reply

December 7, 2019

Hello @gordon1965,

 

All downloaded transactions into QuickBooks depends on what data that has been shared by your financial institution. Thus said, let's manually update your transactions so you can track them accurately.

 

But first, may I know any name or information of your bank or credit card account? Any details you can share will be appreciated which can also help me look for any reports related to your financial institution.

 

Nevertheless, here's how you can manually update your bank online transactions:

  1. Go to Banking.
  2. Under Bank and Credit Cards, select your bank or credit card account.
  3. Click Update.

In addition, here's an article you can read to learn more about how you can manually update your transactions: What to do if Bank Transactions won’t Download or there's a Bank Error?

 

Lastly, I've also included this helpful article that'll guide you in handling your downloaded transactions: Download, Match, and Categorise your Bank Transactions in QuickBooks Online.

 

If there's anything else that I  can help you with, please let me know in the comment section down below. I'll be always around ready to help.