C and R in checking accounts plus the green boxes and double entries of the same amount and but different days.

Thanks so very much for the very clear and understandable answer.   It is easy to remember and now if I have to delete one of them because of a double entry, I know which one to delete.    Thanks again.

Hi John!  My downloaded transactions have the green match symbol, but all of a sudden QBO stopped putting the "C"... it is blank?  Any ideas?

Hello Lynne3651!

Thanks for joining this post. I'm here to assist you and help in fixing the transaction status.

Ideally, once you match downloaded transactions to the entries you created in QuickBooks Online, they'll be cleared automatically and will have the letter C under the Reconcile and Banking Status column.

You'll want to use an incognito window and check the transactions from there. Incognito won't save your browsing history which can result in unusual behavior.

These are some of the shortcut keys

• Google Chrome: Ctrl + Shift + N
• Safari 11 or newer: ⌘ + Shift + N
• Mozilla Firefox: Ctrl + Shift + P
• Microsoft Edge: Ctrl + Shift + P

Also, you'll want to clear the cache and make sure you're using a supported and up-to-date browser. This can fix any browser-related issues.

You can also manually clear it by clicking the blank field repeatedly until you see the letter C.

I added this link if you need detailed steps on how to reconcile your accounts in QuickBooks Online: Reconcile an account in QuickBooks Online.

You're more than welcome to post here again if you have concerns regarding your bank transactions. If you'd like to record some entries or run a few reports, let me know and I'll guide you with the process. 

I am new to Quickbooks and thought when I was putting Customers name when it came through review that it was matching it. It was not it was making duplicate accounts. My first two months reconciled great.  Then I realized I had all of these duplicate accounts Quickbooks helped me delete the duplicates but now it won’t reconcile. I can see on my bank register it has a C instead of an R how can I convert that so that it showing matched?

I've been having the same issue over the past few months. Normally, downloaded transactions show up in the register with the little green box and the C above it in the reconciliation status field. I'm an accountant user with several clients in QBO and I always use an incognito Chrome browser when I'm logged in. Recently, for multiple clients, the green box is there for downloaded transactions but the C is not. It is not 100% consistent in that sometimes the C is there but it almost appears that this is happening in batches where a small timeframe will include the C and another small timeframe will be blank but all have the green box. I've been either waiting until month-end to reconcile these to correct for this or manually changing each transaction to a C but it is time consuming to continue to do this. Is there some kind of glitch happening on the back end? This is becoming a consistent issue for me and since it is happening in more than one QBO account, it doesn't appear to be an isolated problem. 

This same problem just happened to me. A month's worth of transactions that had been cleared and showed the "C." Suddenly today, the "C" has disappeared.

This has also happened to me and I'm not able to find any solutions. 

Hello there, @death345!

I appreciate you for trying all of the steps suggested by my colleagues. However, we have received reports that matched transactions are not showing as cleared on the reconcile screen. Our engineers are working to fix this.

I recommend contacting QuickBooks Online Support to be added to the list of affected users. Here's how:
 

1. Sign in to your QuickBooks Online company. Click Help (?).
2. Choose either tab to get started: Assistant or Talk to human.
3. Search Contact Us.
4. Start a chat with a support expert.

You can contact us from Mondays to Fridays, 6 AM to 6 PM PT and Saturday 6 AM to 3 PM PT.

If you need detailed instructions on how to match your bank transactions with QuickBooks, please see this article: Reconcile an account in QuickBooks Online.

Please get back to us if you need further assistance about reconciliation.

Does using the Accountants local QBO eliminate browser cached/need for incognito issues? I have these weird cc payment issues where some of them show in the payment column of the rec, and then later they don't. 

Thank you for taking the time posting in the Community, @len2. 

I can see how important it is to track the credit card payments in the correct account. I'm here to ensure you'll be able to view them.

Although you’re using the Accountant version of QuickBooks, you may still experience cache issues. To fix this, let’s use a private browser to access your QuickBooks account. This doesn't retain local files, so this helps in ruling out the possibility of a webpage issue. 

Here are the shortcut keys:

• For Firefox, press Ctrl + Shift + P
• For Chrome, press Ctrl + Shift + N
• For Safari, hold down Command + Shift + N

Afterwards, log in to your account and save the transaction. If this works, you’ll need to clear the browser's cache. By doing this, it’ll remove the history or built-up cache in your default browser, so you can start with a clean slate. You can also try switching to other supported browsers as an alternative.

You can read through these articles for more detailed information about managing your downloaded credit card transactions:

• Exclude expenses from downloaded bank transactions.
• Download, Match and Categorize your Bank Transactions in QuickBooks Online. 
• Reconcile an account in QuickBooks Online

Don't hesitate to mention my name how these troubleshooting paces work on your end. I want to ensure that you'll be able to link your Wise account to QuickBooks Online.

but what about using the downloadable local app for QBO for Accountants.  Does that eliminate caching issues?

fyi, i'm still getting the issue of disappearing and reappearing cc payments mostly. No issue with bank account recons.

Accounting tech support glanced and escalated my case to "backend" team.  Seems like a glitch caused by now disconnected cc bank feed for the same period, then careful upload of an Amex QBO. Then when that didn't bring in all the payments/credits, an upload of Amex CSV, making sure options selected correctly.

Question: i'm still hazy on what automatically triggers a "C" for a transaction.  Is that what one "confirms" an item brought in either via feed or file upload?

and if there's a C, does one have to find the item in the register, clear the C, in order to see it in the bank rec and make it an R  ? 

Hi there, @len2.

Thanks for getting back to us and sharing additional details. I'll be happy to elaborate what triggers the C and R statuses. This way, you'll get a better grasp in handling your bank transactions.

The Cleared (C) status appears when a bank transaction has come directly from your bank. This could be via a bank feed or from importing a bank statement. This tells you when a transaction in QuickBooks is also on your bank statement.

So when you download or import transactions and accept them, QuickBooks marks them as "C." This means they're ready to be reconciled. When you next reconcile your bank account, the transactions are already selected, speeding up the bank reconciliation process.
 

Also, when you manually enter a bank transaction, QuickBooks doesn't mark it as cleared. You still need to check if this matches your bank statement. You may manually add the C status or match it with the downloaded transaction to tag it automatically as cleared.

Finally, reconciled transactions are those that have been included in a bank reconciliation. As I've mentioned above, cleared transactions are already marked on the Reconciliation page. The Reconciled (R) status shows after confirming that these entries match your bank statement.

Let me know what you think and if you make any important discoveries along the way! I'd love to chat about it. 

So a C flag on a cc charge or payment/credit should not prevent a cc transaction that was uploaded from a properly formatted csv or a qbo from appearing in the reconcil screen if the filters are not excluding it?

Can a cc item that is flagged with a C be moved to Excluded without removing the C flag?

When and why is it good to remove the C?

(might be a dupe response)

Why sometimes tech support suggests clearing the C when doing bank recs? Can C flag prevent an item from showing in the bank rec screen?

btw, was just told that my specific issue of AMEX items appearing and disappearing from the bank rec screen is a "known issue" and expected to be fixed in a Nov 4 2022 QBO update.

Can you please answer why some transactions in the credit card register have a C along with the green box and others just have the green box? When I run reports, I turn the field on for "Clear" and some of these transactions don't look cleared because the "C" is no longer showing when it comes in from the bank and has the green box.  I don't have the time or the patience to go into the register and manually change these transactions so they have the "C". 

I have e-checks that have been sent to contractors in 2021, They were reminded to cash them and did not, and now it is 2023 and those checks are expired. What is the best way account for those checks in QBO?

I appreciate you reaching out to us for assistance concerning the expired eChecks, @blueview1901. I'm here to help guide you with recording and cashing them for your employees.

Escheatment laws mandate that businesses turn over unclaimed property after a predetermined time period. They're present in every state in the United States. They also demand that a company exercise due diligence by getting in touch with the unclaimed property's owner.

Checks written to contractors, vendors, employees, and stockholders that have not been cashed could be considered unclaimed property. Its requirements for when to report vary by state. This includes the dormancy period, which is the amount of time it takes for uncashed checks to become part of it.

The National Association of Unclaimed Property advises sending a formal letter via first-class mail to the owner of the check. This means your contractors will receive letters informing them of their duty to turn over the property to the state. This contains the instructions on how to claim their check.

You'll want to read about the Unclaimed property and escheatment laws section on this link: How can stale-dated checks impact your business? This will guide you through the complete details of handling them in QuickBooks.

In terms of accounting for the eChecks, I highly recommend seeking your accountant's help. They can determine the best course of action for your company. Thus, we can maintain the accuracy of your books. If you have none, you can also seek help from our accountant through this site: Find an accountant or bookkeeper.

I want to make sure that you'll be able to get this sorted out. Please don't hesitate to let me know if you have additional questions about the expired eChecks. I'm just a click away.

We need to get back to this issue of the missing "C" for transactions that came through the bank feed. Why is this still not working so many years later? It does not just happen on Amex only, it's also Capital One. All of my transactions come from the bank feed; I don't import them. Some have the "C" and some do not, but they all have the green box. WHY IS THIS? When this worked correctly, I created reports to show me when a transaction hadn't cleared. Now those reports are meaningless, because a "C" no longer means anything. The last time I posted about this was December of 2022. Why are some issues just never-ending?? Stop working on new features, until you can get the current features working. It's so frustrating. Don't suggest I go into every transaction to turn on the "C". That is ridiculous.