** HELP PLEASE ** How do i move transactions from banking section to the Sales or Purchases Section?

Hello Colinmcaleer, 

Welcome to the Community page, 

So it will depend on what type of transaction you are adding it as on the banking page. If you are doing it as a deposit/cheque then it won't show there. You should do either a sales receipt or expense, with a customer/supplier selected for them.

Or you can create manually and then matching it on the banking page. 

To match the transaction rather then add if you go to plus new top left-hand conder select expense fill in the details and save then go to the banking page and on that transaction, a match will show rather then add and it finds it by date, amount and account if all 3 are the same it will find the match on banking page for you.  

Ok thank you very much for your reply but i'm not sure what you mean.  For my accountant to prepare my accounts I need to be able to show her a list of all my purchases and all my sales.  When I add details and select the category of my transaction the sale or purchases moves to the Reviewed section.  But nothing shows up in my Sales or Purchase Tabs.  Ive included a screenshot below of a sale that I categorised in my banking section, it can now be found in my reviewed tab for my bank.  As you see I have selected Sales as the Category.   For me to bring my accounts to my accountant I need to have a list of all my sales and expenses how do I get a transaction like this one below to show up in my Sales or Expenses Tabs so I can have a list of my sales and expenses?

Hello Colinmcaleer, 

So the screenshot you sent is of a card credit this will not show on the all sales section as it is not a sales transaction it needs to be there an expense or a sales receipt to then show up on the all sales section in Quickbooks. 

Not really sure why this shows as a card credit as this was a sale that was paid by the customer through PayPal,  So a for this transaction I cannot change the category from Card Credit to Sale and get it into the Sales tab?   What about the next screenshot below,  it was another transaction that I categorised as an expense and it has the same issue its in my Reviewed section but not the Expenses section

For reference ive included the screenshot of the Sales and Expenses tabs,  as you can see none of my transactions are showing up here?

Thank you for the screenshots added, @colinmcaleer.

As long as the downloaded banking transactions were already added to QuickBooks and are showing up under the Reviewed column, they should show up either to your Expenses or Sales. The sales transactions include (Estimates, Invoices, Sales Receipts, Credit notes, Unbilled income, Recently paid, Money received, and Statements).

While (Expense, Bill, Bill Payments, Cheque, Purchase order, Recently paid, Supplier Credit, and Credit Card Payment) will show up for your expenses.

At this time, let's ensure that the banking transactions were already added to QuickBooks and only the transactions mentioned above will show up to either Expenses or Sales.

I've also added these screenshots for your visual reference.

Let me know if you have any other questions. I'm always here to help. Have a good day

As you can see in the next few screenshots I have connected 3 banks and have items in the Reviewed section of each however none of these transactions are showing up in my Sales or Expenses Tabs

Hello Colinmcaleer, 

Thanks for the screenshots in the for review section in paypal can you click on one of the cc credit transactions and send me a screenshot of the page when it opens please so we can have a look at for you. 

Thanks below are 2 CC Credit transactions.

Does anyone know is there a way to escalate my question to a supervisor at Quickbooks?,  i'm in my final days before accounts are due and i'm starting to panic that I won't get it done in time.

Hello Colinmcaleer, 

Thanks for the screenshots, did you create the credit card credit and then match it on the banking page or did the system do it when you clicked on add on the banking sections?

The system done this I did not select credit card credit.