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February 13, 2021
Question

How can I restore my account back to a specific date? I need to undo about two weeks of changes

  • February 13, 2021
  • 2 replies
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2 replies

Rose-A
February 13, 2021

I know a way on how you can restore your account to a specific date in QuickBooks Online, GBTH.

 

You can use the WebConnect feature in QuickBooks Online to restore our account to a specific date and start undoing two weeks of changes.

 

Step 1: Pick a start date:

 

  1. In QuickBooks, go to the Accounting menu and then select Chart of Accounts.
  2. Find the bank or credit card account you want to upload the transactions into.
  3. Select View register.
  4. Find and write down the date of the oldest transaction. Usually, the oldest transaction is the opening balance.

 

For the complete instructions, you can read through this article (proceed to Step 2): Manually upload transactions into QuickBooks Online. It contains in-depth details on how you can restore your account and made the necessary changes.

 

Once imported, I recommend editing, assigning, and categorizing your transactions. Also, you can match them to the existing entries in the software. Just go to the For Review tab from the Banking menu. Doing so will help you ensure the accuracy of your financial records.

 

Let me know how it goes by leaving a comment below. I need to make sure you're able to restore your account and have made the changes in QuickBooks. I'll be around to help if you need additional assistance. Wishing you continued success.

Test2Go
February 15, 2021

The quick answer is you can't.

 

If you added transactions from the banking page, go to your list of categorized transactions and undo them.

 

You can also run a transaction list by vendor or customer report for the last two weeks and open each trasaction and delete.