Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Hello there, meritmanage.
Let's resolve the issue with recording transactions. I'll take that the payment didn't populate on the Banking page.
If so, there may be a delay, thus resulting in the missing payment. Let's log into your financial institution's page and see if the payment is listed there. From there, let's bring it in by manually updating the connection.
Here's how:
If you're still unable to see the transaction, you can upload it manually.
However, if you receive the payment manually on the Receive Payment page, it may be stored using the Undeposited Funds. If so, you'll have to make a deposit first, and it will show on the Banking page.
Once done, you can categorise the transaction to ensure they're on the correct accounts. I've added this article as your guide: Categorise transactions.
You can always post in the forum whenever you have concerns.
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here