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I recognize the confusion regarding your expense transactions in QuickBooks Online (QBO), StefaniH. I'm here to share step-by-step procedures to help you fix this matter.
Before anything else, let's utilize the Filter feature in the Bank Register to modify the displayed transaction specifically on the dates and expense account you need.
If your expense transactions didn't show up, let's generate the Transaction Detail by Account to help review which specific account your expense transactions recorded. To create the report, kindly follow the steps below:
- Log into your QBO account.
- At the right panel, select Reports.
- Enter Transaction Detail by Account on the Find Report by Name tab.
- Click on the Filter option at the upper right side.
- In the Filter by dropdown, select the Transaction type.
- In the Value dropdown, choose Expense.
- Once done, click on the X button to exit. The report will automatically refresh.
- Look for your expense transaction and check which account it was registered.
Furthermore, if expenses are recorded in the correct account but still not showing in the bank register, let's perform troubleshooting steps to address this issue while using the program. First, in your regular browser, sign out of your QBO account and open an incognito browser or private browser.
You can use these keyboard shortcuts below:
- Google Chrome: Ctrl + Shift + N
- Safari 11 or newer: ⌘ + Shift + N
- Mozilla Firefox: Ctrl + Shift + P
- Microsoft Edge: Ctrl + Shift + N
From there, check your bank account register to see if your expense transactions appear in the list. Remember to utilize the Filter icon to customize the transactions displayed on the page. Return to your regular browser if your transactions are now in the bank register.
In addition, these helpful materials will help in managing your bank transactions in QBO:
- Find, review, and edit transactions in account registers in QuickBooks Online
- What are account registers in QuickBooks Online?
Feel free to leave a comment if you have inquiries about your expense transactions in QBO, StefaniH. I'm always here to assist you. Keep safe!
