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umberto3
Level 1

I linked my business credit c. I can see that is linked and showed the previous transactions until I joined. Recently i had 2 expenses, and after a week I can't see them

Question.. when I pay something with my credit card, Quickbooks app is gonna let me know with a notification, that the credit card has been used?

1 Comment 1
JorgetteG
QuickBooks Team

I linked my business credit c. I can see that is linked and showed the previous transactions until I joined. Recently i had 2 expenses, and after a week I can't see them

The issues you are experiencing could be due to synchronization delays between your financial institution and QuickBooks or issues with the automatic bank feed updates, Umberto3. These problems stem from bank processing times or connectivity issues.

 

To ensure your transactions are current, I suggest logging into your bank's website to check if their systems are running without issues, as maintenance or server problems could disrupt connectivity. Subsequently, let's manually update your account in QuickBooks. We can achieve this by clicking the Update button in the banking section, which prompts QuickBooks to retrieve the latest transactions from your bank.

 

Here's how to do it:

 

  1. Go to the Transactions menu in QuickBooks Online.
  2. Click Bank Transactions.
  3. Select the bank account in question.
  4. Click the Update button to refresh and sync your bank data.

 

Regarding notifications,  QuickBooks does not notify you when a transaction occurs with your linked credit card. However, after the data are imported into QuickBooks, you can view and manage it under the For Review tab, where new bank transactions are displayed.

 

Additionally, to ensure the accuracy of your financial records, you can check out this article: Reconcile an account in QuickBooks Online.

 

Furthermore, you might also want to explore QuickBooks Live Bookkeeping to streamline your accounting processes, ensure accuracy in your financial records, and provide expert support, allowing you to focus more on growing your business.

 

Thank you for seeking assistance. We greatly appreciate your commitment to managing these financial details. If you have any questions or need further clarification, please don't hesitate to let us know. We're here to help you.

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