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November 2, 2023
Question

Previously in Bank Transactions I was able to look at past transactions and who /how they were allocated I cant seem to find this function now.

  • November 2, 2023
  • 1 reply
  • 2 views
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1 reply

Level 4
November 2, 2023

Hi jillbroomhall,

 

Thanks for posting in the Community!

 

We can view  downloaded and added transactions in QuickBooks Online under the Categorised tab. Here's how:

 

  1. Click on the Transactions tab.
  2. Click on Bank transactions.
  3. Locate and click the bank account.
  4. Click on Categorised tab, just right next to For review.
  5. All added and categorised transactions will show from there.
  6. From here you can also undo added transactions if you need to categorise them to a different account.

Furthermore, you can also view all added transactions through your bank register in the Chart of accounts.

 

Check this link to learn more about how to: Find and categorise transactions in QuickBooks.

 

Feel free to reply to this thread if you need more help with your QuickBooks Online account. I'll be around to help you.