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CJ Trucking
Level 1

missing transaction in my banking review

I can see transactions in my bank register on QB online but I can not find them to review them in banking on QB

1 Comment 1

missing transaction in my banking review

Hello there, @CJ Trucking. I'm here to help you find the missing transactions on your bank register in QuickBooks Online (QBO).


In QBO, transactions displayed in bank registers (in the chart of accounts) are either categorized in bank feeds or entered manually. Please see the screenshot below:



To find the missing transactions, let's ensure you set the correct date range when accessing the bank register. If you're unable to, let's go to the Categorized tab in the Banking menu and check if they are already categorized. If this does not work, you can also review the Excluded tab. 


However, if none of the recommendations works for you, we can update your bank feeds to get the latest transactions. Here's how:


  1. Navigate to the Bookkeeping menu and select Transactions.
  2. Then, click Bank transactions.
  3. Select the bank account you're having problems with then, click Update.
  4. When it's finished, check the For Review tab and find the missing transactions. 


For reference, please read this article: What to do if you can’t find downloaded transactions in QuickBooks Online. 


On the other hand, you can also manually import your bank transactions via CSV files. 


It's also recommended to reconcile your account regularly to ensure they match your real-life bank statement. 


Please keep me posted if you have any other concerns about managing your bank transactions in QBO. Have a good day ahead and stay safe. 

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