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swbp
Level 2
posted
‎April 12, 2022 01:14 PM
last updated ‎April 11, 2022 8:14 PM

Two entries 'for reveiw' in banking show incorrect amounts compared to bank statement. ie $6922.00 instead of $69.22. How do I change this? Must I categorise them first

transactions have been entered by client incorrectly and they are currently 'for review' in banking. Must I categorise them first then change the amounts as I can't seem to change the total from the banking page. I cannot locate them in the bank register or journal as I am assuming because it has not been categorised, it is not showing. Where can I find the original entry to change?
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Best answer April 12, 2022
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IntuitAika
Intuit
Intuit
‎April 12, 2022 03:52 PM

Two entries 'for reveiw' in banking show incorrect amounts compared to bank statement. ie $6922.00 instead of $69.22. How do I change this? Must I categorise them first

Hi swbp,

 

QuickBooks Online is dependent on the information downloaded from your bank. You can only edit an amount of a downloaded bank transaction if it is already added and categorised in the For Review tab. Let me show you how to do add/categorise a bank transaction. 

 

  1. Go to Transactions tab and select Banking. 
  2. Select the transaction to expand the view.
  3. Select the details on the transaction and select Confirm. 

 

You can view the newly added bank transaction by clicking on the Magnifying glass or Search icon located on the upper right corner. Once you open the transaction, you'll be able to edit and enter the correct amount. 

 

Also, you can exclude the transaction from the Banking tab and manually import the transaction with the correct amount. 

 

Let me know if you have any other questions. I'd be glad to help. Have a great day! 

 

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3 Comments 3
IntuitAika
Intuit
Intuit
‎April 12, 2022 03:52 PM

Two entries 'for reveiw' in banking show incorrect amounts compared to bank statement. ie $6922.00 instead of $69.22. How do I change this? Must I categorise them first

Hi swbp,

 

QuickBooks Online is dependent on the information downloaded from your bank. You can only edit an amount of a downloaded bank transaction if it is already added and categorised in the For Review tab. Let me show you how to do add/categorise a bank transaction. 

 

  1. Go to Transactions tab and select Banking. 
  2. Select the transaction to expand the view.
  3. Select the details on the transaction and select Confirm. 

 

You can view the newly added bank transaction by clicking on the Magnifying glass or Search icon located on the upper right corner. Once you open the transaction, you'll be able to edit and enter the correct amount. 

 

Also, you can exclude the transaction from the Banking tab and manually import the transaction with the correct amount. 

 

Let me know if you have any other questions. I'd be glad to help. Have a great day! 

 

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swbp
Level 2
‎April 13, 2022 11:25 AM

Two entries 'for reveiw' in banking show incorrect amounts compared to bank statement. ie $6922.00 instead of $69.22. How do I change this? Must I categorise them first

thanks for the reply.  Had an 'ah ha' moment overnight and woke up this morning knowing what was wrong.  I am battling COVID at the moment so head is all over the place.

I have to manually upload the statement, changing it from a PDF to a CSV to upload.  There were comma's instead of full stops on 2 entries, hence the incorrect amounts.

I excluded them, and then uploaded correctly.  Have made a mental note to look closer at the figures before importing.

Again, thank you.

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IntuitSheila
Level 8
‎April 13, 2022 11:44 AM

Two entries 'for reveiw' in banking show incorrect amounts compared to bank statement. ie $6922.00 instead of $69.22. How do I change this? Must I categorise them first

Hoping for your recovery soon, swbp!

 

Great find on what's causing the error for incorrect amounts on your bank transactions. It's always a good idea to review your CSV file making sure the data is accurate. Also, you can check this article about importing bank transactions via CSV file. 

 

 

Feel free to post your questions here about QuickBooks Online, the Community is here to help you.

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