cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Want an expert to help you set up your QuickBooks Online? Find out how: Click here
ask-sk
Level 1

Why do some expenses come up as for review?

 
1 Comment 1
Heide DC
QuickBooks Team

Why do some expenses come up as for review?

Hi there, Ask-sk.

 

In QBO, expenses appear in the For Review tab until they are reviewed and categorized. This includes transactions imported via CSV and synced transactions which remain there for your verification.

 

To keep your bank feed data current, go to the Bank transactions, select your account, and click Update. This process helps keep all transactions up to date and properly managed. See this article for more information: Update your bank connection.

 

Updates.png

 

If you're ready to categorize your transactions, you can review each item in the For Review tab and assign the appropriate expense or income account. This helps ensure your records are accurate, reports are clear, and your finances are properly organized for tax and budgeting purposes. Once categorized, the transactions will move out of the For Review tab and into your register.

 

If you have other concerns about your banking transactions, you can leave a reply below and I'll get back as soon as possible.