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I go into QBO to review my credit card charges and there are none to be reviewed but QBO shows the right balance for the card but no charges. I called customer service and they are about useless on trying to figure this problem out. I have done everything possible that I can find online including updating the account. Can anyone help me get this issue figured out so I can start keeping track of my expenses since I charge all by business expenses on that card.
I appreciate the steps you took as you tried to resolve this matter, 2htrucking.
As much as I would love to help you, I need some specific information to give you a possible resolution to this concern.
May I know the name of the bank you're currently using? This way, I can use my resources to check for any possible steps.
Let me share this material in case there's a need for you to review your downloaded bank and credit card transactions: Categorize online bank transactions in QuickBooks Online.
I'll be patiently waiting for your response.
Randolph Brooks Federal Credit Union
I appreciate you sharing additional information about your concern with the credit card charges, @2htrucking. Let me share some steps on how we can fix this.
To begin with, I suggest reaching out to your bank to check if they're having any maintenance issues on their end that affect the synchronization of charges in QuickBooks Online (QBO). If everything's fine on their end, let's do a manual update to refresh the connection between your bank and QBO.
Here's how:
If the issue remains, you can manually upload the transactions into QuickBooks using a CSV file. Refer to this article that details the process: Manually upload transactions into QuickBooks Online.
Once everything's fine, learn how to categorize and match online bank transactions with the existing ones.
Keep us posted if you have further questions regarding the credit card charges in QuickBooks. The Community team is always here to assist.
Clicking on update doesn't work have tried that plus removing the card and reconnecting it. I have a friend who does all his work through quickbooks and all his credit card charges get shown in his account which is the main reason I wanted to use quickbooks online.
I completely understand how crucial it is to have accurate bank data, especially when it comes to reporting and categorizing, 2htrucking.
I regret to hear that despite your efforts the issues have not been completely resolved, and you're still facing problems with your credit card account.
Usually, manually updating your account can help you get the most current information.
Since the issue persists, I recommend contacting our QuickBooks Support Team again. They have tools to investigate the cause and provide additional solutions to fix the issue. It'll also allow them to submit a ticket to our engineering team to alert them about the issue if necessary.
Here's how:
I appreciate your patience as we work through this. If you have any other concerns or questions about managing your bank and credit card transactions, please don't hesitate to add a comment below. I'll be glad to help you out.
Ill try chatting with someone and see if an issue can be found, there should be a way to fix this, when I open the registry for my card it shows my credit card payments but nothing else not even yalls monthly charge.
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