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Level 1

My quickbooks app isn't showing what my bank actually has

Quickbooks (on my pixelbook) is not showing what I actually have in my bank.  How can I get Quickbooks to show accurate information (as soon as I make a deposit, I need to be able to see this)(as soon as I write a check, I need to see this).  Any help would be great!  

Thank you

2 Comments
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Community Champion

My quickbooks app isn't showing what my bank actually has

"(as soon as I make a deposit, I need to be able to see this)(as soon as I write a check, I need to see this)."

 

Are you entering the information ? YOU have to "+, Write Check" or "+, Make Deposit"

 

What comes in as bank feeds:

  1. is For Review and NEVER should automatically record in your register , not even if you are an expert
  2. bank updates FROM YOUR BANK might be limited to auto=feed just once per 24 hours, you might be able to press the update button on the banking dashboard to refresh sooner but nothing about this is "real time"

First, a check you write CANNOT show in bank feed until it hits the physical bank. Write it and present it at your bank to be cashed and then it will appear in on your bank's website, then when synced it will show in For Review for you to act on. Deposits are same - will not show in bank's website until you have gone to the bank (or performed a digital deposit) Only after syncing can it ever show in your Review tab in QuickBooks

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QuickBooks Team

My quickbooks app isn't showing what my bank actually has

Hello JBBLLC2015,

 

Welcome to the Community. I'd be glad to help you with QuickBooks showing what your bank actually has. 

 

As @john-pero referenced, you will need to manually make the transactions or wait for them to be downloaded from your financial institution. Naturally, there can be a delay with transactions reaching For Review, due to a person waiting to deposit it and processing times at the bank.

 

I wanted to include some articles that can help guide you in ensuring that information matches between QuickBooks and your bank:

 

 

I'm only a post away if I can be of additional assistance. Wishing you a wonderful rest of the week.  

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