How do I add a missing bank transaction so I can show it as an expense?

Hi there, kgstockwell1. We can wait until the transaction downloads automatically in QuickBooks so you can simply match or categorize it as an expense.

If you don't want to wait, you can click the Update button on the Banking page to manually refresh the connection. However, if the transaction still doesn't appear, try setting your filters to All dates and All transactions to ensure the entry isn't being hidden by the current view.

If the transaction still doesn't appear on the Banking page, your best bet is to manually record it as an expense. This is often the quickest solution for a single missing entry to keep your records accurate. Here’s how:

1. Click + Create in the top left, then select Expense.
2. In the Payee field, select the vendor (or create a new one).
3. Choose the Payment account.
4. Enter the Payment date and Payment method.
5. Under Category details, choose the appropriate expense account.
6. Enter the Amount and any tax info if applicable.
7. Click Save and close.
   
   

Once saved, you can check your Report to see if this already appears.

Please don't hesitate to reply to this post if you need additional help.