QuickBooks HelpQuickBooksHelpIntuit

Fix mistakes on your bank or credit card statement

SOLVEDby QuickBooksQuickBooks Online1Updated October 19, 2021

Learn how to fix mistakes on your bank or credit card statement.

Occasionally, your bank or credit card company may make a mistake by processing a transaction for a different amount than the amount you wrote. In this article, we'll show you what to do when that happens.

Here's what to do when you see errors on your bank or credit card statement.

  1. Make an adjustment transaction in Account history for the difference between what the statement says and what the transaction should be.
  2. Contact your bank or credit card company and report the error.
  3. When you receive your next bank or credit card statement, verify that it contains an adjustment for the error.
  4. Find and delete the adjustment transaction.
  5. Reconcile the new bank or credit card statement with the account.

Was this helpful?

You must sign in to vote, reply, or post
QuickBooks Online

Sign in for the best experience

Ask questions, get answers, and join our large community of QuickBooks users.

More like this