Fix mistakes on your bank or credit card statement
by Intuit•54• Updated 1 week ago
Learn how to fix mistakes on your bank or credit card statement.
Occasionally, your bank or credit card company may make a mistake by processing a transaction for a different amount than the amount you wrote. In this article, we'll show you what to do when that happens.
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Here's what to do when you see errors on your bank or credit card statement.
- Go to All apps
, then Accounting, then Bank transactions (Take me there). - Look for the transaction you want to adjust or match.
- Select the Assist sparkle icon in the Categorize or Match column. It will show match suggestions for this transaction.
- Select a match, then choose a category for the difference.
- Contact your bank or credit card company and report the error.
- When you receive your next bank or credit card statement, verify that it contains an adjustment for the error.
- Find and delete the adjustment transaction.
- Reconcile the new bank or credit card statement with the account.
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