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Transaction issues

when I review transactions it doesn't immediately refresh, when it used to. Also, unreviewed has ipulled in old transactions that were previously revised
8 REPLIES 8
QuickBooks Team

Re: Transaction issues

Hey Stoddart Music,

 

Can I check what bank provider you are with?

 

For the old transactions, you will need to batch tick and exclude those from the for-review tab (batch actions > exclude selected). 

Not applicable

Re: Transaction issues

Sure, I am with First Direct For the old ones - I just reviewed again. I didn't know to batch tick and exclude those from the for-review tab (batch actions > exclude selected). I don't even recall which they were as it happened a few weeks ago but thought I'd ask at same time as this other query. Is there a way to search for duplicate transactions?
QuickBooks Team

Re: Transaction issues

Hi Stoddart Music

 

You can locate duplicate transactions by viewing the chart of account, accounting > chart of account > account history

Not applicable

Re: Transaction issues

Thanks, it's not obvious to me where to get to the chart of account? I don't see Accounting in the menu. Also, any ideas why the refresh isn't working when I review transactions?
QuickBooks Team

Re: Transaction issues

Hello,

 

Apologies - the chart of accounts is only a feature on QuickBooks Online. You can search within Transactions for date or amount at the top of the list, so while reviewing the transactions, search for either the date or amount and check if it is a transaction you have already reviewed and added.

 

Thanks,

 

Talia

Not applicable

Re: Transaction issues

Thanks! I checked this past month and doesn't look like the old ones that I've reviewed again duplicated. I still didn't get an answer why I have to manually refresh after reviewing transactions. Hopefully this is a bug that will be resolved? Thanks
QuickBooks Team

Re: Transaction issues

The feed will only automatically refresh once a day - you will need to manually select refresh if you want it to do this at any other time. There have been recent changes in the regulations around third party connections to bank accounts which limits when QuickBooks can automatically update without your manual input.

 

Thanks,

 

Talia

Not applicable

Re: Transaction issues

Thanks for the info, good to understand why it recently changed