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Rafi Wasir
Level 1

Bank transactions recording problem

Hello, 

When I'm going to record Bank feed transactions This message showing, when I skip above one to record this message comes. 
"wait you are about to leave this screen. But some transactions haven't been added . we suggest click go back , go to batch actions and click add/approve to add your selected transactions before you proceed"
There is Two option coming
1. Go Back
2.Delete Changes and Continue
What should I choose?

1 Comment 1
MariaSoledadG
QuickBooks Team

Bank transactions recording problem

Thanks for the screenshot! Let's find out why you're getting the message so we can fix this, Rafi Wasir.

 

The message shows up when you edit a line without selecting an option that QuickBooks should do to the transaction. You'll have to make sure to go back and review your transactions. To do this, follow the steps below: 

  1. Go to the Banking menu.
  2. Select Bank Feeds and select Bank Feeds Center and review the transactions in each category.

Then, from the Action column, ensure to select an option so you won't be getting the message. 

  1. Add/Confirm: If the transactions match. This will add it to your register.
  2. Ignore: This will delete the transactions from your transaction list.
  3. Not a match: This will tell QuickBooks the transactions don’t match

Please read this article for additional information: Add and Match Bank Feed Transactions in QuickBooks Desktop.

 

You'll also want to run reports in QuickBooks so you'll know where your company stands. 

 

Reach out to us if you have any other concerns with your bank feeds. Don't forget, we're always here to help you all the time. Have a good one!

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