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Why are my transactions showing up with the incorrect vendor name and category before I clear them in the register? Also, why doesn't my bank balance match QB balance?

 
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Re: Why are my transactions showing up with the incorrect vendor name and category before I clear...

Welcome to the Community, @faerydae1. I'd be happy to help with your banking transactions.

 

Just to clarify, are you referring to downloaded transactions displaying the wrong payee or account? If so, the system will provide recommendations based on previous data, but may need to manually reviewed and configured. For information on this process, including categorization, please see the following article: Download, match, and categorize your bank transactions in QuickBooks Online.

 

There are a number of factors that can cause the bank balance to not match the one in QuickBooks. For example, a check may have been recorded in the software, but the transaction hasn't been processed by the bank. I recommend this article as it provides insight on this and steps to help pinpoint the cause: How to fix differences between QuickBooks balance and bank balance.

 

Should you have other questions about banking, or any other topic, please let me know. Have a good one.

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