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sabrina5
Level 1

Why are some of my automatic bank transactions that I uploaded from my bank account not showing on the reports?

 
1 Comment 1
MadelynC
Moderator

Why are some of my automatic bank transactions that I uploaded from my bank account not showing on the reports?

Hello there, @sabrina5.

 

There are might transactions that are not categorized yet, this could be the reason why it won’t show on your reports.

 

As long as the transaction categorize correctly, it will show once you’ll want to run a report. You can double your transaction, if they're some of them need to categorize, you can follow these steps:

 

  1. Go to the Transactions tab.
  2. Filter the Date period, then select the transaction.
  3. Tap the current category to pull up the list of categories, or select Personal if you wish to change it to a personal transaction (do the same to change personal transaction to a business one).
  4. Select the new category.

 

If you can’t find a specific category, you can refer to this article to help you organize your expenses more accurately: Categories in QuickBooks Self-Employed.

 

I also added a link that helps manage your QuickBooks Self-Employed account: Help articles.

 

Come back if you have an additional concern. I’m always here to help.

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