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October 22, 2020
Question

A reoccurring transaction is not appearing in the bank and I checked that the date was correct. Any ideas?

  • October 22, 2020
  • 1 reply
  • 5 views
There are two transaction and I checked for the date but it is still not appearing in the bank register or when I try to match it with my bank.

1 reply

Level 4
October 22, 2020

Hi there, @jodigoldmank.

 

Let's make sure the correct transactions are added or matched with the bank entries. This way, the recurring transaction appears in the register.

 

Here's how:

 

  1. In QBO, go to the Banking menu at the left pane to get to the Banking page.
  2. Locate the downloaded transaction in the For Review tab.
  3. Click the Match or Find Match radio button to open the Match transactions window. 
  4. Choose the correct match and then hit Match to complete the process.

 

For further guidance, consider checking out this article: Download, match, and categorize your bank transactions in QuickBooks Online.

 

Just in case, I'll add this article for future reference: Assign, categorize, edit, and add your downloaded banking transactions.

 

Let me know if you have any other issues or concerns by leaving a comment below, and I'll get back to you as soon as possible. I'm always here to help. Have a great one!