Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Connect with and learn from others in the QuickBooks Community.
Join nowSolved! Go to Solution.
I'll be here to help you with your reconciliation issue, @mburch.
There are factors why you're payment not showing under reconciliation:
Please check out the record payments for your future reference: Record credit card payment.
Let me know how it goes by responding to the thread. Have a great day!
I'll be here to help you with your reconciliation issue, @mburch.
There are factors why you're payment not showing under reconciliation:
Please check out the record payments for your future reference: Record credit card payment.
Let me know how it goes by responding to the thread. Have a great day!
I have a credit on my cc statement that isn't anywhere on my QB online. I've looked everywhere and can't locate it. I am off by this amount when trying to reconcile. How do I add this credit so I can finish reconciling?
Hi there, afowler.
When you reconcile an account, there is a field for bank fees in the Reconcile page. You can enter the amount in the Service Charge box and choose the expense account.
If you no longer have the option, then you can record an expense for the bank charges.
Here's how:
Otherwise, create the account or item by following the steps below.
To create an expense account to allocate you bank feeds, here's how:
For creating a Product/Service, you can follow these steps:
Once done, go back to the Reconcile page and start reconciling your account. I've got this article for reference: Reconcile an account in QuickBooks Online.
Please let me know in the comments if you need more help with QuickBooks Online. Take care and stay safe.
what if I have checked everything on your list and the problem persists?
I'm here to help fix the reconciliation issue, absolutelyfrustrated.
The cause may be one or more of the following when transactions aren't appearing in the reconciliation window:
If you have established the transaction has been posted to the account you are trying to reconcile and that it has not been previously reconciled, then there is probably a broken link in the database.
What you can do is open the transaction and change the account to any other account. Save and close it. Open it again and change the account back to the original one.
Once done, refresh the reconciliation session and continue the process. Check out this link for instructions and detailed steps: Learn the reconcile workflow in QuickBooks.
To add up, you can always visit this link below to guide you in categorizing your your bank entries properly so you can have a smooth reconciliation: Learn how to review bank and credit card transactions after you download them into QuickBooks Online.
I'll be right here to help if you have any other questions. Just leave a reply below, and I'll get back to you.
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.