Banking Import

Hey there, Violet1.

Thanks for reaching out to the Community about your banking concerns. This isn’t what I want for you and your employee to have when matching bank transactions.

A user with admin access will see all information in your company. They can perform all tasks in QBO compared to a Standard user. Let’s perform some basic troubleshooting steps to determine this unusual behavior in your employee’s access.

To begin, let the worker sign in to QBO using the incognito window or private browsing. This is the best place to identify any cache-related issue.

Here are the shortcut keys for each browser:

• Press Ctrl + Shift + N for Google Chrome
• Hold Command + Shift + N for Safari
• Hit Ctrl + Shift + P for Internet Explorer or Mozilla Firefox.

If your employee can see the matches on the Banking page, shift back to the regular browser to clear the cache. This helps the browser to fetch the latest version of the webpage and a faster browsing experience.

Aside from these steps, open the Audit Log Report. This is a built-in tool that records any additions, deletions, and modifications that have been made to your account.

Here’s how to view it:

1. Go to the Gear icon at the top of your company to choose Audit Log.
2. Click on the drop-down for Filter.
3. Then, set the correct period and select the following: All Users and Show all events.
4. Click on Apply to view the changes.
5. Then, review the transactions and hit the View link in the History column to open the audit history.

To learn more about this feature, check out this guide: Use the audit log in QuickBooks Online.

Additionally, these resources provide tips on how to manage downloaded transactions.

• QuickBooks Online’s Bank Feeds: Matching Transactions
• Categorize and match online bank transactions

Don’t hesitate to leave a comment below if you need help with QuickBooks. I’ll be around to assist further and make sure you’re taken care of. Have a good one.