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M
med-align
May 3, 2020
Question

Why do banking transactions wind up in my credit card file? How do I fix this?

  • May 3, 2020
  • 1 reply
  • 5 views
No text available

1 reply

MarsStephanieL
MarsStephanieL
Level 6
May 3, 2020

Hi there, @med-align.

 

I'd like to know what meant about the bank transactions wind up your bank files? Is your bank transaction cannot be matched? Any additional details would really help me fix this.

 

For now, you can check out this article to help you about categorizing and matching online bank transactions in QuickBooks Online.

 

I'll wait for your response to identify what specific issue you have experienced. Take care.

M
med-alignAuthor
May 7, 2020

For example:

QB shows 3 entries for Verizon telephone, all on the same date, all for the same amount.  Only one of these appears on my bank statement.  This type of duplication usually happens every month.

 

QB shows, constantly, charges attributed to Gulf Oil in amounts ranging from $2.17 up to 66.85.  I do not use Gulf Oil.  Theses charges do not appear on my bank statements.  There usually are two or three Gulf Oil charges each month.

M
MadelynCModerator
Moderator
May 7, 2020

Thanks for giving us additional details, @med-align.

 

Let me route you to the right department that can assist you further and get your issue resolve.

 

You can reach out to our QuickBooks Technical Support team. They have more tools to check your account and determine the root cause of your issue.


If needed, they can escalate this to our engineers for further investigation. You can check out our support hours to ensure you’ll be assisted immediately.


Here’s how: 

 

  1. Select Help (?) at the top.
  2. Click Contact Us. 
  3. Enter your brief concern in the field and hit Let’s talk.
  4. Choose to Start messaging or Get a callback.

I also added this article for additional information about managing transactions: Assign and categorize bank transactions.


Don't hesitate to reach out anytime if you have other questions. We're always here for you. Stay safe.

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