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Jonathan48
Level 1

If unreviewed transactions don't show on home page, what can I do?

 
3 Comments 3
MaryLurleenM
Moderator

If unreviewed transactions don't show on home page, what can I do?

Let's try to refresh your bank connection, Jonathan48.

 

Here's how:

  1. Click the Gear icon.
  2. Select Bank accounts under Transactions
  3. Click Refresh all

 If the transactions are still not downloaded, you might want to check your bank's website to see if there's ongoing maintenance. 

 

Once your bank account is updated, you can categorize the transactions to ensure your financial records are correct. Check out this article: Categorize transactions in QuickBooks Self-Employed.

 

Let me know how it goes by leaving a reply. I'll be here if you need further assistance. 

Jonathan48
Level 1

If unreviewed transactions don't show on home page, what can I do?

Thanks for your response. The transactions are downloading. I can find them when I search for unreviewed transactions. The problem is that they're suddenly no longer appearing on my home page when I log in. This makes it easier to categorize them as they come in.

Nick_M
QuickBooks Team

If unreviewed transactions don't show on home page, what can I do?

Hi there, Jonathan48.

 

Thanks for posting here in the Community, I'm happy to help. When you're on your home page the transactions should pop up saying X Transactions to review and there should be a Review Now button, as shown in the gif down below.

 

If this isn't happening, I would recommend reaching out to our support team for further guidance, they can take you click-by-click through the process to fix whatever is going on. To reach them, follow these steps.

 

Ask QB Assistant

QB Assistant is a bot that gives you quick, personalized answers to your question:

 

On a web browser:

  1. Select Assistant from the top bar.
  2. Ask general questions like “How much have I made this year?” or “How many business miles did I log?”

On iOS:

  1. Tap the + button on the dashboard. Then select Ask QB Assistant.
  2. Ask general questions like “How much have I made this year?” or “How many business miles did I log?”

Get in touch with a human

M-F 6 AM to 6 PM and Saturday 6 AM to 3 PM PT. If you want to connect with us directly, type or say “Talk to a human.” Then select your preferred support method: Message an agent (Live chat), Call an agent, or Get a callbackNote: The wait time for agents is about 5 minutes.

 

If you have any other questions, feel free to post here anytime. Thanks for dropping by and I hope you have a nice afternoon. 

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