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Kate-hamilton79
Level 1

why are only some of my deposits showing?

I have refreshed my connections with bank, account balance is reflected properly but not all my deposits are pulling into my self-employed - all my debits are though
1 Comment 1
MarkAngeloG
QuickBooks Team

why are only some of my deposits showing?

Hello there, Kate.

 

Understanding why only some deposits appear after refreshing your bank connection to QBSE could be an enriching experience. I'm here to show you why, and you'll be able to fix this. Here are the reasons why you're seeing these:

 

  • You're seeing only some deposits because your bank categorizes your deposits differently, and QBSE recognizes them as income.
  • Another reason is that you have created bank rules that automatically categorize your transactions into another account.

 

To fix this, check those transactions and look for uncategorized or incorrectly categorized transactions. Here's how:

 

  1. On the left menu, head to Transactions.
  2. Check for uncategorized transactions and categorize them accordingly.
  3. Check for uncategorized transactions and change them to their appropriate accounts.

 

If you have created bank rules, do the same with the third step above.

 

Other than that, consider exporting your transactions and getting reports in QuickBooks Self-Employed if you want a detailed list of all your transactions. This can also help you identify which transactions are categorized correctly.

 

You're already doing great with keeping your bank and QuickBooks balances matched. Feel free to leave a reply if you have further concerns with banking transactions in QBSE. We're always here to ensure your business ledgers are accurate.

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