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claudiquin
Level 1

Gd, I have generated a JE crediting a bank account, but I don't see this transaction in the bank reconciliation window. Even after matched with bank fee, I don't see it.

 
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Best answer May 11, 2021

Best Answers
SarahannC
Moderator

Gd, I have generated a JE crediting a bank account, but I don't see this transaction in the bank reconciliation window. Even after matched with bank fee, I don't see it.

Hello there, claudiquin.

 

One of the reasons why the transaction is not showing is because of the date set up. Make sure to select the correct dates when you're viewing them in the bank reconciliation window. Here's how:
 

  1. Go to Accounting on the left panel.
  2. In the Reconciliation page, click the Funnel icon.
  3. Select the appropriate date when the transaction is recorded.
  4. Then, Apply.

 

If the same thing happens, refresh your browser by clicking the Reload icon or pressing F5 on your keyboard. Also, we can log in to your account through an incognito window. This mode doesn't store cache that's why we recommend using it.

 

If it works fine, we can clear the cache of your regular browser. This helps remove any browser-related issues and refresh your browser's settings. Aside from that, you can use other compatible browsers in QuickBooks Online. Below are the things that you can try on:

 

  • Mozilla
  • Google Chrome
  • Microsoft Edge
  • For Safari, make sure to use the latest one.

 

If you need more help, please don't hesitate to let me know. You can reach out to me by clicking the Reply button below. Take care and have a good one!

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2 Comments 2
SarahannC
Moderator

Gd, I have generated a JE crediting a bank account, but I don't see this transaction in the bank reconciliation window. Even after matched with bank fee, I don't see it.

Hello there, claudiquin.

 

One of the reasons why the transaction is not showing is because of the date set up. Make sure to select the correct dates when you're viewing them in the bank reconciliation window. Here's how:
 

  1. Go to Accounting on the left panel.
  2. In the Reconciliation page, click the Funnel icon.
  3. Select the appropriate date when the transaction is recorded.
  4. Then, Apply.

 

If the same thing happens, refresh your browser by clicking the Reload icon or pressing F5 on your keyboard. Also, we can log in to your account through an incognito window. This mode doesn't store cache that's why we recommend using it.

 

If it works fine, we can clear the cache of your regular browser. This helps remove any browser-related issues and refresh your browser's settings. Aside from that, you can use other compatible browsers in QuickBooks Online. Below are the things that you can try on:

 

  • Mozilla
  • Google Chrome
  • Microsoft Edge
  • For Safari, make sure to use the latest one.

 

If you need more help, please don't hesitate to let me know. You can reach out to me by clicking the Reply button below. Take care and have a good one!

claudiquin
Level 1

Gd, I have generated a JE crediting a bank account, but I don't see this transaction in the bank reconciliation window. Even after matched with bank fee, I don't see it.

Thank you soooooo much!!!! I was stuck and you truly helped me.  I appreciate it!

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