Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Hello,
I use QuickBooks Online. I had to transfer a deposit transaction from "quickbooks checking" to my "Chase Bank" The transaction in my Chase Bank register does not show "Cleared" but it does show "Cleared" in my Quickbooks Checking. It already cleared the bank so I manually cleared it but my books are still off the exact transfer amount. Please Help! Thank you in advance!
Brittany
Hello there, Brittanyxo1.
Thank you for reaching out to the Community. I'm here to help you sort this out.
In QuickBooks Online, the transactions are downloaded automatically from your bank. We can exclude and delete the duplicate transactions to correct it.
I'll guide you on how to Exclude the Transactions:
Once transactions excluded, these items are no longer reported as part of your business finances and will not appear in any associated account registers or reports.
I've got a great article for you that provides additional details on excluding transactions. You can view it by clicking this link: How to exclude expenses from downloaded bank transactions.
Let me know if you have further questions. I'll be here to answer them. Have a great day!
HI LollyNino_C,
Thanks for the info! I actually deleted the transaction all together then re-entered the transaction and recorded as a transfer. Then I manually cleared it. The balance is correct now! I always have a tough time with QB checking and transfers. Thanks again!
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.
For more information visit our Security Center or to report suspicious websites you can contact us here