Use the Bank and Credit card tabs in bank activity when the company has both kinds of account. The tabs change which source accounts and transactions are shown. They do not change a transaction category or move a record between financial accounts.
- Open the company’s bank activity and choose Bank or Credit card.
- Check the Account filter again. Changing the account type clears an account previously selected from the other view.
- Select the specific account if you want one statement or card, then review its activity.
When a transaction seems to disappear
A payment to a credit card can have evidence in the bank account and in the credit card account. Each tab shows the relevant source record. A card payment is not automatically a duplicate merely because its amount appears in both places.
Return to All to see the available account types together. If the account itself is absent, check the selected accounts in bank sync. A transaction search cannot reveal activity from an account that has not supplied records. Use the account name and last digits to confirm that you are reviewing the intended source.
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