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October 16, 2020
Question

Once you've added, matched, or transferred transactions for a credit card statement to categorize and it doesn't appear on the credit card register. How do you fix it?

  • October 16, 2020
  • 1 reply
  • 0 views
Once you've reconciled transactions for a credit card statement and it doesn't appear on the credit card register. How do you fix it?

1 reply

Level 8
October 16, 2020

Good Evening, @userlearl

 

Let's get this problem handled. 

 

The way QuickBooks is designed, the transactions won't show in the register until they are added, matched, or transferred from the "For Review" tab. A visual guide is presented below. 

 

 

Once you've added, matched, or transferred those transactions, they'll move to the "Categorized" section. After they've been categorized, then you can reconcile them. However, they shouldn't disappear from the register after a reconcile. 

 

 

To properly assist with this issue, can you please provide me with some screenshots of the register plus the "For Review" and "Categorized" portions of the Banking page? This will allow me to determine the best solution for your business. 

 

In the meantime, here are two articles that can give some more insight into the banking page in QuickBooks Online (QBO): 

 

 

I want to make sure that we get all of your concerns addressed today so that you can get back to running your business. I'm always here to help. I'll be back around shortly!