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August 14, 2024
Question

My quick books app uploads my bank details and works well for mileage etc but I can't see any of the transactions to catorise , please advise. I've reinstalled the app.

  • August 14, 2024
  • 1 reply
  • 0 views
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1 reply

QuickBooks Team
August 14, 2024

I'm here to point you to the right channel that will assist in getting your transactions to show up in your bank feeds for categorisation, Dan.

 

Based on the current scenario, I recommend contacting our QuickBooks Online (QBO) Care for further assistance. They can perform in-depth troubleshooting to determine why transactions aren't showing in the bank feeds.

 

After identifying the issue, they'll will guide you in applying the real-time solution to help you return to your tasks. To learn the support options and contact information, follow these steps:

 

  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.

 

To see the complete details on support hours and contact options for QBO Care, visit this link: QuickBooks Support.

 

In the meantime, open your QBO account using a browser and classify your transactions. Also, you can create bank rules to speed up the categorisation process. In case you require more information on how to update and accept any changes made to bank entries, and balancing your bank or credit card account, open each link below for the complete details:

 

Visit the Community again if you have other QuickBooks concerns or additional questions about managing your banking transactions. We'll get back to help you and make sure everything is taken care of.