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Best answer April 27, 2022
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Hi there, @mikefkf. I'm here to ensure that you can categorize your transactions properly in QuickBooks Online (QBO).
Your rent expense should reflect as a debit on your bank transaction. I'd like to know the bank name to check our system if there is an ongoing investigation about this issue. Have you also clicked on the Update button on the Banking page? It will refresh the feeds and might change the wrong amount shown.
If the issue persists, I'd recommend contacting our Customer Care Team. They have the tools to verify and conduct further troubleshooting method to fix it. You can also check the support hours to get help right away.
For now, I suggest uploading the transaction using a .csv file to categorize your transactions. You can go to your bank's website and get the transactions from there. Save it to Excel, follow the format below:
- Column 1-A: Date
- Column 1-B: Description
- Column 1-C: Amount (Enter a negative sign before the number if it's a debit transaction.)
Once done, save it as .csv (Comma Separated Value) file. Then you can proceed to uploading the file in QBO.
Here's how:
- Login to your QBO account.
- Go to the Banking page.
- Click on the bank account and click on the dropdown icon beside the Link account.
- Select Upload from file.
- Click Select file and Continue.
- Map the column file and click OK.
For more details about the process, you can check out this article: Manually upload transactions into QuickBooks Online.
Moreover, I've included this reference in case you're ready to assess your business' financials: Learn the reconcile workflow in QuickBooks. It contains tips and fixes with any reconciliation issues you might encounter in the future.
Please don't hesitate to let me know if you have difficulties with the steps about uploading your bank transactions in QBO. Or if you have other concerns, I'll be here to back you up. Take care!
Hi there, @mikefkf. I'm here to ensure that you can categorize your transactions properly in QuickBooks Online (QBO).
Your rent expense should reflect as a debit on your bank transaction. I'd like to know the bank name to check our system if there is an ongoing investigation about this issue. Have you also clicked on the Update button on the Banking page? It will refresh the feeds and might change the wrong amount shown.
If the issue persists, I'd recommend contacting our Customer Care Team. They have the tools to verify and conduct further troubleshooting method to fix it. You can also check the support hours to get help right away.
For now, I suggest uploading the transaction using a .csv file to categorize your transactions. You can go to your bank's website and get the transactions from there. Save it to Excel, follow the format below:
- Column 1-A: Date
- Column 1-B: Description
- Column 1-C: Amount (Enter a negative sign before the number if it's a debit transaction.)
Once done, save it as .csv (Comma Separated Value) file. Then you can proceed to uploading the file in QBO.
Here's how:
- Login to your QBO account.
- Go to the Banking page.
- Click on the bank account and click on the dropdown icon beside the Link account.
- Select Upload from file.
- Click Select file and Continue.
- Map the column file and click OK.
For more details about the process, you can check out this article: Manually upload transactions into QuickBooks Online.
Moreover, I've included this reference in case you're ready to assess your business' financials: Learn the reconcile workflow in QuickBooks. It contains tips and fixes with any reconciliation issues you might encounter in the future.
Please don't hesitate to let me know if you have difficulties with the steps about uploading your bank transactions in QBO. Or if you have other concerns, I'll be here to back you up. Take care!
