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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
Highlighted
QuickBooks Team

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

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

Highlighted
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?

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

Highlighted
QuickBooks Team

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

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

Highlighted
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?

They are "reviewed"

Highlighted
QuickBooks Team

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

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

Highlighted
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?

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.

Highlighted
QuickBooks Team

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

Hi Emma, 

 

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