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liz41
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 1
Maybelle_S
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.

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