Created with Sketch.Learn about PPP and Loan Forgiveness, stay informed with the latest changes.
Created with Sketch.Need help with 1099's or other Year End topics? Visit our Year End Resources page.
Created with Sketch.New to QuickBooks or using a new product? Visit our Get Started resource page to help you get going.
Created with Sketch.Need to make changes to your account? Visit the Account Manager Portal.
cancel
Showing results for 
Search instead for 
Did you mean: 
Level 1

We are reconciling an account connected to online banking but one month is missing deposits and debits on QB. They show on back statement. How do we find those on QB?

 
1 Comment
QuickBooks Team

We are reconciling an account connected to online banking but one month is missing deposits and debits on QB. They show on back statement. How do we find those on QB?

I'll be more than happy to help you find your transactions in QuickBooks, @liz41.

 

You can manually update your bank account to refresh your QuickBooks. Here's how:

  1. Go to the Banking Tab.
  2. Choose Banking.
  3. Click on the Update button on the Banking page.

Capture 1.JPG

 

You can also download directly from your bank, then import bank transactions using CSV file in QuickBooks Online.

 

If the transactions you just uploaded are older than your opening balance, you may need to edit your opening balance.

 

Feel free to reach out to us if you have any questions. We're are always to help you.

Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up

Need to get in touch?

Contact us