Hi, @ShonnyR.
I see the urgency of getting this issue sorted out and getting back to working in order. I want to ensure you can find those imported transactions in QuickBooks Online. Let's go over and find them.
Have you set up bank rules? In that case, your transactions may be on the Categorise tab of the banking section in QBO since QuickBooks confirmed they were successfully uploaded. Once you download them, bank rules speed up the review process and automatically categorise transactions for you.
Check your bank rules by going to the Transactions menu and choosing Bank Transactions. From there, select the Rules tab.
Once confirmed, you can review those transactions recognised by the rules that aren't showing on the For Review tab. I'll show you how to do it:
- Go to Transactions and select Bank transactions.
- Select the tile for the account you want to review.
- Go to the Categorised or Reviewed tab.
- You can also streamline the transaction-finding process using the date range filters or manual search box.
For more insights on how to use bank rules, check out this handy article: Set up bank rules to categorise online banking transactions in QuickBooks Online.
Once settled, these resources can aid you in organizing your transactions seamlessly:
Come back to this post if you have other concerns or follow-up questions about this. I'll be around to provide further assistance.
