I started using an Expensify card. The transaction shows up in QBO, and I can match it to uploaded Expensify expenses in "Review", but why doesn't it show "reconciled"?

Hi there, brianvance29. 

Thank you for reaching out to the Community. Let me share with you some insight about the For Review. The For Review tab is where QuickBooks send downloaded transactions. This is called your bank feed. After you matched the transactions, you'll need to categorize them. Once done, let's go to the register and reconcile it manually.

1. Click Accounting, then go to Chart of Accounts. 
2. Tap the specific bank account, then click View register. 
3. Look for the unreconciled transactions, In between DEPOSIT and BALANCE (Blank field = not cleared/unreconciled, C = cleared, R = reconciled). 
4. If it's blank, just continue clicking in that field until R is achieved. 
5. Press Save. 

For detailed instructions on how to reconcile a transaction, check out this article: Fix issues when you're reconciling accounts in QuickBooks Online. 

You can mention my name if you have additional questions. I'll get back to assist you further. Have a good day and take care!

Hi there @brianvance29 , isn't the account reconciled for expensify clearing account?  Or you could try open QBO in private mode, clear cache and history browsing, or open in different browser engine. Comment back, cheers. 

@AileneA 

Thank you for the info.  This does get me to manually cleared transactions so that was helpful.  What I don't understand is why those are the only transactions that aren't automatically cleared when they are added from the "Review" bank feed, and why they don't indicate the little card symbol to show that they were added from the bank feed.  Do I have something set up wrong so they're being classified incorrectly?

Hi Brian,

I assume you have the Banking Status and the Reconcile columns in your bank register. If not, you can add them by clicking the small Gear icon in the register and selecting these column names. 

To proceed with the troubleshooting steps, please sign in to QuickBooks using a private window to disable any browser extensions.

• Google Chrome: Ctrl + Shift + N
• MS Edge and Firefox: Ctrl + Shift + P
• Safari: Command + Shift + N

Once you're logged in, you can check the register to see if there are cleared (C) marks and green envelopes on the added and matched transactions. If yes, you can go back to your regular browser and clear its cache. If none, please sign in to QuickBooks again using other browsers to see if we get the same thing.

If none of the steps above will work, please contact our Support. That way, they can start a screen-sharing session to get more details of the issue.

1. Click on Help and choose Contact Us.
2. Enter something in the textbox, like added or matched transactions don't have cleared (C) marks and green envelopes in the bank register. Click Let's talk.
3. Choose between Message an agent or Get a callback. These options are available during their office hours.

Please don't hesitate to back to this thread if you have more questions about your transactions.