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Level 1

Hello, FYI - I'm new to QB's. When I go to "Banking", select my checking account, there are expenses not showing. Yet, I can search via the mag glass and find them.

 
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QuickBooks Team

Hello, FYI - I'm new to QB's. When I go to "Banking", select my checking account, there are expenses not showing. Yet, I can search via the mag glass and find them.

Hi there, nick59.

 

It's  possible that these expenses are not yet downloaded in your account. The transactions that you can see through the Search menu are the ones that are already recorded in QuickBooks. 

 

Let's manually update the bank to get the transactions that aren't part of the automatic download. Here's how:

 

  1. Go back to the Banking section.
  2. Click the Update button in the upper-right hand corner. 

After getting a confirmation that the update is complete, go back to the For Review tab to check if you can already see the expenses. 

 

Keep me posted by adding a reply below. The Community is always here to help. 

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Level 1

Hello, FYI - I'm new to QB's. When I go to "Banking", select my checking account, there are expenses not showing. Yet, I can search via the mag glass and find them.

Hi JenoP - thank you for your help. I tried the update button, and still not seeing them..

 

Just to clarify what's happening, when I go to "banking" > select my checking account > "reviewed" > and then sort by showing only 2019, there's about 4 months of transactions that aren't showing up. I had previously categorized them in this part of quickbooks a couple months ago. 

 

I was worried maybe they some how got deleted. 

 

But then when I go to my "chart of accounts", and go to that same checking account, I see all of the transactions. 

 

Is there a reason why they might be showing up "under the chart of accounts", but not the review tab within "banking"? 

 

Thank you, 

 

Nick 

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Moderator

Hello, FYI - I'm new to QB's. When I go to "Banking", select my checking account, there are expenses not showing. Yet, I can search via the mag glass and find them.

Thanks for getting back to me, Nick.

 

The transactions that are not showing in the For Review tab but are in the Chart of Accounts were possibly entered manually.

 

On the other hand, the transactions that are in the For Review tab are downloaded from your bank.

 

What will have to do now is categorize the transactions in the For Review tab. You can take a look at this article for the detailed steps: Match and categorize bank transactions.

 

Once done, you're good to reconcile the account.

 

There you have it. Feel free to reach out to me if you have other concerns. Take care!

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