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-ergo-consulting
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Transaction from bank not showing in transaction in QB but it has reduced the balance amount.

 
1 REPLY 1
Charies_M
Moderator

Transaction from bank not showing in transaction in QB but it has reduced the balance amount.

Let's make those bank transactions show up in your banking tab, -ergo-consulting.

 

Once you've connected a bank account into QuickBooks, it automatically downloads your transaction data each night. Let's manually refresh your bank to show all the missing transactions.

 

Here's how:

 

  1. Go to the Gear icon.
  2. Select Bank accounts under Transactionsundefined
  3. Click Refresh allundefined

 

If the manual update doesn't work, the issue may be on the bank's end. I'd recommend signing in to their website to check if there are alerts that need your attention.

 

For your next step, you can start categorizing the transactions to ensure your financial records are correct. Feel free to check out this article for guidance: Categorise transactions in QuickBooks Self-Employed.

 

In case you encounter errors, check out this article for more tips about fixing online banking errors in QBSE: Find help with bank feeds

 

If you need other references for tips on your future task with QBSE, you can check out these helpful links: 

Let me know if you have further questions about this situation. I'm eager to help. Keep safe. 

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