Bank and Credit Cards

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Bank and Credit Cards: If I click “Add” in “Bank and Credit Cards” on the “For Review” tab for a line expense, to what am I “adding” it, and what does it mean for something to be “Recognized”?

The transactions in Banking>For Review are not in the books. It is staging area for transactions downloaded from the bank. When you click “add”, the transaction is added to the books. Before you do that, confirm or change the allocation (not optional) and payee (optional, but a good idea in […]

Resolution for 'Bank and Credit Cards issue: 'If I click “Add” in “Bank and Credit Cards” on the “For Review” tab for a line expense, to what am I “adding” it, and what does it mean for something to be “Recognized”?' available: Yes.

The Bank and Credit Cards issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the Bank and Credit Cards issue yourself by looking for a resolution described in the article. If it is a complex Bank and Credit Cards issue or you are unable to solve the issue, you may contact us by clicking here or by using other Bank and Credit Cards support options.

For more information about resolving issues related to Bank and Credit Cards in Quickbooks/QBO or to get support for the issue 'If I click “Add” in “Bank and Credit Cards” on the “For Review” tab for a line expense, to what am I “adding” it, and what does it mean for something to be “Recognized”?', click the link below:

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Bank and Credit Cards: How can I get the bank feed to only show me transactions from current year?. It keeps wanting me to add transactions from previous years.

You’ll need to exclude the previous years’ transactions so these amounts will be removed on your For Review page.

Here’s how:

  1. On your Bank and Credit Cards page (Transactions Banking), click For Review.
  2. Check the boxes of the transactions you want to exclude.
  3. At the top of the list, click Batch actions.
  4. Select Exclude Selected.

Feel free to read these […]

Resolution for 'Bank and Credit Cards issue: 'How can I get the bank feed to only show me transactions from current year?. It keeps wanting me to add transactions from previous years.' available: Yes.

The Bank and Credit Cards issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the Bank and Credit Cards issue yourself by looking for a resolution described in the article. If it is a complex Bank and Credit Cards issue or you are unable to solve the issue, you may contact us by clicking here or by using other Bank and Credit Cards support options.

For more information about resolving issues related to Bank and Credit Cards in Quickbooks/QBO or to get support for the issue 'How can I get the bank feed to only show me transactions from current year?. It keeps wanting me to add transactions from previous years.', click the link below:

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