
Fix mistakes on your bank or credit card statement
by Intuit•47• Updated 6 days ago
Learn how to fix mistakes on your bank or credit card statement.
Occasionally, your bank or credit card company may make a mistake by processing a transaction for a different amount than the amount you wrote. In this article, we'll show you what to do when that happens.
For a better experience, open this article in QuickBooks Online. Launch side-by-side view
Here's what to do when you see errors on your bank or credit card statement.
Follow this link to complete the steps in product
- Look for the transaction you want to adjust or match.
- Select the Assist sparkle icon in the Categorize or Match column. It will show match suggestions for this transaction.
- Select a match, then choose a category for the difference.
- Contact your bank or credit card company and report the error.
- When you receive your next bank or credit card statement, verify that it contains an adjustment for the error.
- Find and delete the adjustment transaction.
- Reconcile the new bank or credit card statement with the account.
Get powerful accounting and expert tax help in one place with QuickBooks Online + Live Expert tax. Explore your options.
Sign in now for personalized help
See articles customized for your product and join our large community of QuickBooks users.
More like this
- Fix issues at the end of a reconciliation in QuickBooks Onlineby QuickBooks
- Learn the reconcile workflowby QuickBooks
- Connect bank and credit card accounts to QuickBooks Onlineby QuickBooks
- Understand your credit card processing statementby QuickBooks