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WHY aren't my transactions showing?

I ran 5 or 6 charges for customers today, and none of them are showing in my "transaction" summary even though each showed as accepted, and receipts created as per normal.  Why are these transactions not listed?

1 Comment
QuickBooks Team

Re: WHY aren't my transactions showing?

A warm welcome from the Community, @Doc Bob.


I’m here to lend a hand finding out why the charges are not showing in your customer transaction summary.


It’s possible that a customer/payee wasn’t assigned on your downloaded transactions before adding them to QuickBooks. Let’s verify this by going to the Banking screen.

  1. From your QuickBooks Banking screen, click the Reviewed tab.
  2. Locate the transactions and select them from the list, then click Undo.
  3. Select the For Review tab and click the transactions one at a time.
  4. Choose your payee from the drop-down.
  5. Click Add.

Undo 1.PNGUndo 2.PNG

 

Once done, you should see these charges on your transactions summary. Check out this article for your reference: Add and match downloaded banking transactions.


That should do it. I’m just a few clicks away if you need anything else. Have a great day ahead!