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sharon12
Level 2

1st time user of qbonline. Trying to reconcile - why is type = expenses showing in my bank register, along with actual check for the bill payment? Tyvm

 
2 Comments 2
David-212915
QuickBooks Team

1st time user of qbonline. Trying to reconcile - why is type = expenses showing in my bank register, along with actual check for the bill payment? Tyvm

Hello @sharon12,

 

Welcome to the QuickBooks family. I'd be glad to assist you with your reconcile question. 

 

Just to clarify, are you seeing an expense and a check for the same bill when viewing your register? If so, this may be a duplicate transaction, which can be caused by several reasons. This bill payment may have been manually entered twice or a downloaded transaction from the bank wasn't matched to an existing transaction, for example. 

 

Should there be two green squares in the Reconcile status column in your register, this will signify that the transaction was added or matched from the Banking feed. For additional information on matching transactions, such as editing options, I recommend the following article: How To Add And Match Downloaded Banking Transactions.

 

If you determine that a transaction was entered in error, the following article covers the voiding and deleting process: How To Void Or Delete An Invoice Or Other Transactions.

 

Additionally, there is a hub of articles designed to assist a user with every step of the reconcile process and includes troubleshooting steps: Reconcile Hub

 

Lastly, since you're a new user to QuickBooks Online, there are tutorials designed to help someone get acclimated to the software and get the most out of it for your business. You can access this resource here: QuickBooks Tutorials.

 

That's it. I believe this information will help you with reconciling. 

 

The Community always has your back, so let me know if you need anything. Have a good weekend. 
 

David-212915
QuickBooks Team

1st time user of qbonline. Trying to reconcile - why is type = expenses showing in my bank register, along with actual check for the bill payment? Tyvm

Hello @sharon12,

 

Welcome to the QuickBooks family. I'd be glad to assist you with your reconcile question. 

 

Just to clarify, are you seeing an expense and a check for the same bill when viewing your register? If so, this may be a duplicate transaction, which can be caused by several reasons. This bill payment may have been manually entered twice or a downloaded transaction from the bank wasn't matched to an existing transaction, for example. 

 

Should there be two green squares in the Reconcile status column in your register, this will signify that the transaction was added or matched from the Banking feed. For additional information on matching transactions, such as editing options, I recommend the following article: How To Add And Match Downloaded Banking Transactions.

 

If you determine that a transaction was entered in error, the following article covers the voiding and deleting process: How To Void Or Delete An Invoice Or Other Transactions.

 

Additionally, there is a hub of articles designed to assist a user with every step of the reconcile process and includes troubleshooting steps: Reconcile Hub

 

Lastly, since you're a new user to QuickBooks Online, there are tutorials designed to help someone get acclimated to the software and get the most out of it for your business. You can access this resource here: QuickBooks Tutorials.

 

That's it. I believe this information will help you with reconciling. 

 

The Community always has your back, so let me know if you need anything. Have a good weekend. 
 

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