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Level 1

I am running a report of "recent transactions" and customising by date range. This is not pulling through a number of transactions, any ideas?

 
7 REPLIES 7
QuickBooks Team

Re: I am running a report of "recent transactions" and customising by date range. This is not pul...

Hey emma16,

 

 

Are you running the report on a cash or accrual basis?

 

Cash based reporting will only shows transactions which have been marked as paid. 

 

 

Thanks

Level 1

Re: I am running a report of "recent transactions" and customising by date range. This is not pul...

Hi, the transactions missing are payments  coming into my bank account and payments going out for expenses??

QuickBooks Team

Re: I am running a report of "recent transactions" and customising by date range. This is not pul...

Hi emma16,

 

Are the transactions mentioned above showing in the 'For-Review' tab of the Banking, or have they been added into your QuickBooks account from here and are now showing under the 'Reviewed' tab? 

 

Thanks

Level 1

Re: I am running a report of "recent transactions" and customising by date range. This is not pul...

They are "reviewed"

QuickBooks Team

Re: I am running a report of "recent transactions" and customising by date range. This is not pul...

Thanks for clarifying. Does the transaction date of the transactions which are not appearing fall within the customised date range of the report?

Level 1

Re: I am running a report of "recent transactions" and customising by date range. This is not pul...

Yes it does. If I just run a report for Invoices and Received Payments, then the payments show. But if I run a recent transactions report (within date ranges) then the payments don't show.

QuickBooks Team

Re: I am running a report of "recent transactions" and customising by date range. This is not pul...

Hi Emma, 

 

Are the payments added directly from the banking as expense transactions or are the matched to existing invoices?