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uploaded transactions

Hello, some of the transaction from our credit card was not showing up. so I downloaded the ones that wont showing up and uploaded them in QB, but when I did they showed up under the received column not the spendt column. how do I fix that?

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Best answer May 05, 2020

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QuickBooks Team

uploaded transactions

Hello there, @hsijob

 

Welcome to the Community. It looks like your template was incorrectly formatted, this is why the transactions are showing in reverse. 

 

To correct this, review your mapped fields and reformat your template first to make sure they fall into the correct column when you re-import them.  

 

Also, you'll need to exclude those incorrect transactions imported to QuickBooks Online (QBO) to avoid duplicates. Here's how: 

 

  1. Go to the For Review tab on the Banking page.  
  2. Check the boxes of the transactions to exclude.
  3. Click the Batch actions drop-down, then pick Exclude Selected.

 

These transactions are now moved over to the Excluded tab. Check out this article for more information: Exclude expenses from downloaded bank transactions.

 

For future reference, read through this article: What to do if bank transactions won’t download or there's a bank error. It helps you learn more about how to manually update bank and credit card accounts in QuickBooks to get the latest available transactions. 

 

Please let me know if you have other concerns. I'm always around to help.

 

 

Say "Thanks" by clicking the thumb icon in a post

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1 Comment
Highlighted
QuickBooks Team

uploaded transactions

Hello there, @hsijob

 

Welcome to the Community. It looks like your template was incorrectly formatted, this is why the transactions are showing in reverse. 

 

To correct this, review your mapped fields and reformat your template first to make sure they fall into the correct column when you re-import them.  

 

Also, you'll need to exclude those incorrect transactions imported to QuickBooks Online (QBO) to avoid duplicates. Here's how: 

 

  1. Go to the For Review tab on the Banking page.  
  2. Check the boxes of the transactions to exclude.
  3. Click the Batch actions drop-down, then pick Exclude Selected.

 

These transactions are now moved over to the Excluded tab. Check out this article for more information: Exclude expenses from downloaded bank transactions.

 

For future reference, read through this article: What to do if bank transactions won’t download or there's a bank error. It helps you learn more about how to manually update bank and credit card accounts in QuickBooks to get the latest available transactions. 

 

Please let me know if you have other concerns. I'm always around to help.

 

 

Say "Thanks" by clicking the thumb icon in a post

View solution in original post

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