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Best answer November 21, 2023
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I appreciate you getting back to us and providing screenshots for additional reference, MCWW.
Yes, you're right that the transactions you encircled are the ones that were automatically downloaded from the bank. Any deleted accounts that are not showing up, even after including the inactive accounts, need to be fixed, and I'm here to help you with that.
To isolate this, you can log in to your account using a private browser or an incognito window. This will help us determine if the issue is related to your browsing data or extensions.
- For Chrome: Ctrl + Shift + N
- For Firefox: Ctrl + Shift + P
- For Safari: Command + Shift + N
Another way is to use compatible browsers when accessing QuickBooks Online. It optimizes and minimizes potential compatibility issues.
Moving forward, you can access the Categorized tab and undo any duplicate transactions that aren't part of your reconciliation. Here's how:
- Go to the Transactions menu.
- In the Bank transactions, go to the Categorized tab.
- Find the duplicate transaction and select Undo.
If you suspect that someone has made changes to your work in your books, you can use the Audit log feature to view the activity history.
Additionally, you can utilize these articles when reviewing and reconciling your accounts:
- Categorize and match online bank transactions in QuickBooks Online.
- Learn the reconcile workflow in QuickBooks.
If you have further concerns about addressing unexpected issues with accounts and transactions, please let me know by commenting below.
Screenshot of duplicate transactions shown from the reconciliation screen. Several examples are circled in red. There are more. These examples in particular were automatically downloaded.
I edit the transaction from the reconciliation screen. When I try to zero the dollar amount and save it, I get the error message.
Chart of accounts looks like this - there is no matching account for the one that shows as (deleted) on the reconcile page. Note this is just a few, but shows all of the "Bank" accounts - note that there is not one matching the first screenshot.
I appreciate you getting back to us and providing screenshots for additional reference, MCWW.
Yes, you're right that the transactions you encircled are the ones that were automatically downloaded from the bank. Any deleted accounts that are not showing up, even after including the inactive accounts, need to be fixed, and I'm here to help you with that.
To isolate this, you can log in to your account using a private browser or an incognito window. This will help us determine if the issue is related to your browsing data or extensions.
- For Chrome: Ctrl + Shift + N
- For Firefox: Ctrl + Shift + P
- For Safari: Command + Shift + N
Another way is to use compatible browsers when accessing QuickBooks Online. It optimizes and minimizes potential compatibility issues.
Moving forward, you can access the Categorized tab and undo any duplicate transactions that aren't part of your reconciliation. Here's how:
- Go to the Transactions menu.
- In the Bank transactions, go to the Categorized tab.
- Find the duplicate transaction and select Undo.
If you suspect that someone has made changes to your work in your books, you can use the Audit log feature to view the activity history.
Additionally, you can utilize these articles when reviewing and reconciling your accounts:
- Categorize and match online bank transactions in QuickBooks Online.
- Learn the reconcile workflow in QuickBooks.
If you have further concerns about addressing unexpected issues with accounts and transactions, please let me know by commenting below.
Hello - thank you for the help. As you can see below, I cannot "Undo" the categorization for the two items shown because they are associated with the deleted account. Please advise.
