list of online banking transactions for review

I need a report of transactions that have been downloaded for review but have not been update yet

Answer

Greetings, cchills.

Thank for taking the time to reach out to us. Let me provide you with information about banking transactions in QuickBooks Online (QBO).

The transaction downloaded to QBO is dependent on the data provided by your bank's website. You'll need to manually update your bank account to bring the transactions to QBO. 

Here's how:

  1. On the left navigation bar, click Banking.
  2. Go to the Banking tab.
  3. Click Update.

For your reference, you can check this article: Manually update your bank accounts.

If in case you still can't see them on the For Review option, we'll need to download the missing bank transaction manually from your bank's website and import them into QBO using WebConnect. 

To learn more about WebConnect, you can check this article: Upload more than 90 days of bank transactions in QuickBooks Online.

If you need further assistance with the process, you can contact our QuickBooks Online Support Team. They have the tools to pull up your account in a secure environment and do a screen sharing.

You can reach our support through this link: https://community.intuit.com/articles/1145770.

Let me know how it goes by adding a comment below. I'll be here to keep helping. Wishing you all the best.

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IntuitJany , Community Support Specialist
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