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josephdansley
Level 1

Can QuickBooks give me an email notification when there's a new transaction to review?

 
1 Comment 1
SarahannC
Moderator

Can QuickBooks give me an email notification when there's a new transaction to review?

How are things, josephdansley?

 

It sounds good to get an email notification if there latest transaction that will need to review. However, we will not be getting an email once new transactions are added within the Banking page.

 

What we can do is check the blue tile every time we signed in to QuickBooks. This way, we'll know if there are transactions that we need to review. See the sample screenshot below:

 

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As we see in the sample screenshot, it has an orange number. It indicates we need to review these transactions now. In case you don't see this thing for how many days or more than a week, I'd suggest manually downloading by following the steps below. Here's how:

 

  1. Within the Banking or Transactions page, click the Update button at the upper-right corner.
  2. If you're asked to enter your credentials, input them.
  3. Then, click Continue update.

 

Here are some articles that will help you manage your banking transactions in QBO:

 

 

If you have other questions or clarification with this, just get back to this thread. I'll be around to continue to help and provide you more information to query. Thanks for dropping by. Take care!

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