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LIZZI-HAYDEN
Level 1

Can you help please. I manually captured transactions last night from my bank statement and I cannot find them at all. I am new to QBO

 
1 Comment 1
ShangY
QuickBooks Team

Can you help please. I manually captured transactions last night from my bank statement and I cannot find them at all. I am new to QBO

I can help you find your bank statements, Lizzi.
 

To clarify, when you say "captured transactions," do you mean you uploaded your bank statements to QuickBooks? If so, you can find your transactions in the For Review tab.
 

Here's how:
 

  1. On the left menu, select Transactions.
  2. Proceed to the Bank Transactions section.
  3. Click the For Review tab.
  4. Look for the bank statements.


If you're unable to find them, we'll troubleshoot your web browser to determine what's preventing the entries from showing up.
 

First, open a private session on your browser and log in to your account.  Use these keyboard shortcuts for your specific browser:
 

  • Microsoft Edge: Ctrl + Shift + N
  • Google Chrome: Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Safari: Command + Shift + N
     

If incognito mode works without errors, clear your browser's cache to improve performance. If the problem persists, try using a different supported browser.
 

Additionally, after locating your transactions, I recommend categorising them into the correct accounts. This helps keep your financial records organized and can make tracking your expenses and income easier.
 

Please let me know if you have further questions or need clarification about locating and handling your bank transactions. I'm always here to help. Have a good one.