Question

Searching for transactions

12 replies
125 views

I am looking for duplicate transactions in a check register. I enter the amount into the Search bar and get a "no item match" results even though I can see a transaction with the exact amount, as entered, ($174.40) on my screen. Any suggestions or is this simply another basic failure of this software?

QuickBooks Online

M

Mark_AG

Level 1

Hi there, Wingwalker.

I understand how important it is to look for the duplicate transaction in your check register. Rest assured, I'm here to assist you in fixing this.

Sometimes, our browser fills too much cache, which could cause malfunctions to some features or slow down a website. As of now, I can guide you on troubleshooting your browser to ensure it runs with QuickBooks efficiently. Let's start with accessing QuickBooks Online using incognito mode or a private window.

Here are the shortcut keys to go private mode in a browser:

For Google Chrome / Microsoft Edge / Opera:

Windows: Ctrl + Shift + N
Mac: Command ⌘ + Shift + N

For Firefox:

Windows: Ctrl + Shift + P
Mac: Command ⌘ + Shift + P

For Safari:

Shift + Command ⌘ + N

If this works, you can proceed to clear your browser's cache and cookies to clear temporary files running in your browser that have caused the malfunctions. Otherwise, you can also use other supported browsers to ensure it runs QBO efficiently.

After that, you'll be able to look for the duplicate transactions by amount in the search bar. Here's what it would look like:

Here's an article that can help you in the future when dealing with banking transactions: What to do if you can’t find downloaded transactions in QuickBooks Online.

Feel free to leave a reply if you have additional concerns with searching for a duplicate transaction in QuickBooks Online. I'm always here to assist you.

W

WIngwalkerAuthor

The private window didn't do anything. I'll work on the cache clearing in a sec.

W

WIngwalkerAuthor

And searching after clearing cache didn't do anything. It can find transactions within the past year, but that's it. The function can't seem to search by transaction amount. This seems like a very basic function lang with not duplicating entries randomly, but QB fails at this as well.

G

Gamp54

New Member

I am using Ledger through my account. In bank transactions, somehow it is only reading in one chart of accounts rather then listing all the check transactions. I clicked on something in the wee hours

G

Gamp54

New Member

I am using the ledger subscription through my accountant. I clicked on something and now it just shows on chart of accounts instead of all the bank activity. How do I get back to the bank transactions main page

R

RhoiceW

QuickBooks Team

It is most likely you’ve clicked the View Register or a specific account link while looking at the Chart of Accounts. This isolates all transactions for that single ledger account only rather than showing all unreviewed bank feed transactions across all connected accounts.

Here’s how to fix this one:

In the left column of you QuickBooks Ledger account, go to Bank transactions.
There should be a top row showing individual bank cards/tiles alongside the For review, Categorized, and Excluded tabs.
Click on the All accounts tile/tab at the top or click Clear filters/reset near the search bar.

Additionally, you may visit this article if you need a step by step guidance on managing the bank feed in your QuickBooks Ledger account.

Add a reply below if you need anything else. We’re here to help.

G

Gamp54

New Member

I did not find any of those options. I did go to transactions and found all the checks, listed in order. But it doesn’t show deposits or automatically paid items

G

Gamp54

New Member

What I want to do is get back to the original Bank Transaction page. Where all actions are listed like on the monthly bank statement. In the order they cleared the bank

T

ThomasJosephD

QuickBooks Team

If you are using the new QuickBooks Ledger banking interface, you can return to the previous version by clicking the Switch to previous version link and setting your filter to All transactions to ensure all transaction types, including deposits and automatically paid items are visible.

To return to the old bank page, please follow these steps:

Go to Transactions.
Select Bank transactions.
Under the bank tiles, click the Switch to previous version link.

To ensure all transactions are shown:

Select the bank tiles that list the transactions.
Filter the date to All Dates and click the Apply button.
Next to the date filter, choose All transactions.

You can also check the Excluded tab for any accidentally excluded transactions.

To further assist you, could you provide more information or a screenshot of what you are seeing on your end?

I will leave this thread open. Please let us know if you have any additional information or require further assistance.

Sign up

Login with SSO

Let's get you signed in

Login with SSO