I know some troubleshooting steps to get your downloaded data to appear in your bank feeds, kbkcarriers. We'll filter the date and entries set on the For review screen to fix the issue.
The date you select, along with the entries, can impact the way information is shown on the For review screen. Make sure to choose the right date to capture all the data.
Here's how:
- Navigate to the Transactions menu on the left panel and select Bank transactions.
- On the Transactions screen, click the Blue tile icon and choose your bank account from the list.
- In the For review tab, click the drop-down arrow and set the correct date range. For example, All dates.
- Choose All transactions from the drop-down.
- Select Apply for the changes to take effect.
If the entries do not appear on the For review screen, check the solutions in this article to search for your downloaded data: What to do if you can’t find downloaded transactions in QuickBooks Online. Proceed directly to Step 2 and continue up to Step 4.
Once transactions show up in your bank feeds, assign them to the appropriate account to streamline the reconciliation process. Also, utilize the bank rules feature to automatically categorize entries from your bank.
Additionally, use of the solutions provided in these resources to help you import your previous banking data into QuickBooks Online (QBO) and reconcile your bank or credit card accounts:
Furthermore, we have a QuickBooks Live Expert Assisted service that assists users with their downloaded transactions, online banking challenges, and various accounting tasks. Our experts offer insights on best bookkeeping practices and using QuickBooks.
Visit the Community again if you have other banking-related concerns or questions on how to carry out a specific task in QBO. We're always available to assist you further.
