{% extends "base.html" %} {% block content %}

QuickBooks Transactions

Recently imported transactions from your PDF conversions

{% if error %}
Error loading transactions: {{ error }}

Possible solutions:

  • Reconnect to QuickBooks using the button below
  • Check your internet connection
  • Verify your QuickBooks subscription is active
{% endif %}

Recent Transactions

{% if transactions %}
Date
Vendor
Amount
Type
{% for transaction in transactions %}
{{ transaction.date }}
{{ transaction.vendor }}
${{ "%.2f"|format(transaction.amount) }}
{{ transaction.type }}
{% endfor %}
{% else %}

No transactions found

No transactions were found in your QuickBooks account for the last 30 days.

This could be because:

  • You haven't created any transactions yet
  • Your QuickBooks company is new
  • The transactions are older than 30 days
{% endif %}

💡 Where to find transactions in QuickBooks:

Expenses Tab

Go to Expenses → Vendors to see all purchase transactions

Banking Tab

Check Banking → Reconcile for bank transactions

Reports

View Reports → Transaction List for all transactions

Chart of Accounts

Check Accounting → Chart of Accounts → Bank Account

{% endblock %}