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Need help with the 25/26 payroll year-end?Ask Us Anything

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Angelyn_T
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Thank you for the screenshots added, @colinmcaleer.

 

As long as the downloaded banking transactions were already added to QuickBooks and are showing up under the Reviewed column, they should show up either to your Expenses or Sales. The sales transactions include (Estimates, Invoices, Sales Receipts, Credit notes, Unbilled income, Recently paid, Money received, and Statements).b1 1.PNG

 

While (Expense, Bill, Bill Payments, Cheque, Purchase order, Recently paid, Supplier Credit, and Credit Card Payment) will show up for your expenses.b1 2.PNG

 

At this time, let's ensure that the banking transactions were already added to QuickBooks and only the transactions mentioned above will show up to either Expenses or Sales.

 

I've also added these screenshots for your visual reference.

b2 1.PNGb2 2.PNG

 

Let me know if you have any other questions. I'm always here to help. Have a good day

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