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lisa-2i-t-com
Level 3

Expenses labeled as checks - bank feed

It looks like the expenses that get imported from my bank feed get labeled as checks occasionally - even tho they are not. How can I fix the type of transaction? Thx!

1 Comment 1
Erika_K
QuickBooks Team

Expenses labeled as checks - bank feed

Accurate financial data is crucial for your business or personal accounting, and I'm committed to helping you achieve a smooth and error-free transaction import experience, lisa. Let's work together to resolve this.

 

The data downloaded into the QuickBooks program is dependent on the information provided by your financial institution. Your bank may have altered the method of posting expenses. In this case, I'd recommend logging in to your financial institution and verifying the check transactions.

 

If they are posted correctly, I recommend contacting the Live Support Team. They have the necessary tools to access your account and can initiate a ticket for further investigation.

 

I'll guide you on how:

 

  1. Sign in to your QuickBooks Online (QBO) company.
  2. Go to Help (?).
  3. Select the Search tab and hit the Contact Us button.
  4. Click a specific tile.
  5. Enter a brief description of your concern then Continue.
  6. Choose a way to connect either Start a chat or Get a callback.

 

You can also check out their support hours to determine availability.

 

I'll be adding these articles to help you with handling your bank transactions within the program and ensure your QuickBooks data aligns with your bank records:

 

 

You're always welcome to post again if you need further assistance with bank feeds. I'll be around to offer the assistance you need.

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