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colinmcaleer
May 11, 2020
Solved

** HELP PLEASE ** How do i move transactions from banking section to the Sales or Purchases Section?

  • May 11, 2020
  • 1 reply
  • 11 views

I have downloaded my banking records from my Paypal and Buiness bank accounts however when i go to the For Review section of one of the accounts and select the correct category for the tranaction and click ADD. The transactions move to the Reviewed section but does not show up in my Expenses or Sales sections. How do i move transactions from the banking section to the Sales or Expenses tabs so i can view all my sales and transaction there?

Best answer by Rasa-LilaM

The system done this I did not select credit card credit.


Thanks for adding more details about your concern, @colinmcaleer.


For transactions to show up in the Expenses or Sales section, I recommend following the suggestion provided by @Ashleigh1. The transaction should either be a sales receipt or expense with a customer/supplier associate with it.


We’ll have to open your company to determine why the categorized expense didn’t show in the Expenses Transactions page. From there, we can check what causes the transaction to automatically select as credit card credit.


However, I’m unable to perform the troubleshooting steps without asking for personal information. For the account’s safety, I suggest contacting our QBO Care Team.


One of our support specialists can review the downloaded data in a secure space. Once they’ve identified the cause and the solution, they will guide you on how to fix the issue.


Here’s how to get in touch with our support team:

 

  1. Sign in to your QuickBooks account.
  2. Select the Help (?) icon.
  3. Scroll down to select the Contact Us button and follow the prompts.
  4. You will be able to request a callback or start a live chat with an expert.

 

For support availability, please refer to this article: How to get help with QuickBooks. 

 

Since you want to view all sales and expenses, you can run some reports to get the information. The Profit and Loss, Sales by Customer, or Sales by Account Reports will show the data you need.

 

  1. Tap the Reports tab on the left panel to enter any of the mentioned reports in the Search field box.
  2. From there, set the correct date to view the desired period.
  3. Click Run Report to view the changes.

For additional resources, check out the Customise reports in QuickBooks Online article. It provides an overview of how to use the Filter option as well as instructions to tailor the information on a statement.


Stay in touch if you have any other concerns or questions. I’ll be right here to answer them for you. Have a good one.

1 reply

A
Ashleigh1
Level 14
May 11, 2020

Hello Colinmcaleer, 

 

Welcome to the Community page, 

 

So it will depend on what type of transaction you are adding it as on the banking page. If you are doing it as a deposit/cheque then it won't show there. You should do either a sales receipt or expense, with a customer/supplier selected for them.

Or you can create manually and then matching it on the banking page. 

 

To match the transaction rather then add if you go to plus new top left-hand conder select expense fill in the details and save then go to the banking page and on that transaction, a match will show rather then add and it finds it by date, amount and account if all 3 are the same it will find the match on banking page for you.  

C
colinmcaleerAuthor
May 11, 2020

Ok thank you very much for your reply but i'm not sure what you mean.  For my accountant to prepare my accounts I need to be able to show her a list of all my purchases and all my sales.  When I add details and select the category of my transaction the sale or purchases moves to the Reviewed section.  But nothing shows up in my Sales or Purchase Tabs.  Ive included a screenshot below of a sale that I categorised in my banking section, it can now be found in my reviewed tab for my bank.  As you see I have selected Sales as the Category.   For me to bring my accounts to my accountant I need to have a list of all my sales and expenses how do I get a transaction like this one below to show up in my Sales or Expenses Tabs so I can have a list of my sales and expenses?

A
Ashleigh1
Level 14
May 11, 2020

Hello Colinmcaleer, 

 

So the screenshot you sent is of a card credit this will not show on the all sales section as it is not a sales transaction it needs to be there an expense or a sales receipt to then show up on the all sales section in Quickbooks. 

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