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eva20
November 13, 2021
Solved

I disconnected an account before I finished reviewing transactions and it disappeared from the website. How do I see the transactions that need review?

  • November 13, 2021
  • 1 reply
  • 0 views
Original commenter did not share additional details
Best answer by Adrian_A

Hello there, eva20.

 

Once you disconnects an account,  the automatic online banking updates will delete any transactions in the For Review tab. That said, you can reconnect the account then  add and match all the pending transactions or you can manually add them through an Excel file.

 

You can check this article for the detailed steps of the process: Manually add transactions to account registers.

 

Afterwards, to ensure that your accounts  always match your bank and credit card statements, you'll have to reconcile them.

 

That should do it, eva20. Keep me posted if there's anything that I can help with the reconciliation. Have a good one!

1 reply

Adrian_A
Adrian_AAnswer
November 13, 2021

Hello there, eva20.

 

Once you disconnects an account,  the automatic online banking updates will delete any transactions in the For Review tab. That said, you can reconnect the account then  add and match all the pending transactions or you can manually add them through an Excel file.

 

You can check this article for the detailed steps of the process: Manually add transactions to account registers.

 

Afterwards, to ensure that your accounts  always match your bank and credit card statements, you'll have to reconcile them.

 

That should do it, eva20. Keep me posted if there's anything that I can help with the reconciliation. Have a good one!

H
HHINK
July 20, 2023

How about if I want to UNDO the transactions that have already been reviewed after disconnecting the connector? I reconnected the connector and added the same dates however now my Shopify channel is denoted with a "-2" and I can't see the previous transactions to undo them. I wouldn't mind going to the sales tab and deleting all transactions for customer ".shopify" however I want to make sure that all imported information (tax, discounts, etc.) are also deleted from my connector. Ideally I would like to "undo" them from the app connector in order to ensure I have truly removed everything pulled in. 

R
ReymondO
July 20, 2023

Thanks for joining the thread, @HHINK. 

 

I'd be glad to share info on how to remove all transactions associated with your Shopify. 

 

Since you're unable to find the previous transactions that need to undo, I'd suggest deleting all transactions for this customer. Here's how:

 

  1. Go to Sales and select Customers.
  2. Click the name of the customer, then click the Action drop-down list.
  3. Choose Delete.
  4. Select Yes to confirm.

 

Repeat the steps above until you fully deleted all of your sales transactions. This way, we can ensure that all imported sales will be deleted from your customer's account.

 

Before performing these steps, I'd suggest printing or exporting your sales to Excel. This way, you'll have backup data in case you need them in the future. Please take note that doing these steps will affect your records in QuickBooks. If you're not sure about the process, I'd recommend reaching out to your accountant for further advice.

 

On our Help Articles site, you'll find a wealth of valuable information tailored to address various aspects of QuickBooks usage. Whether you're a beginner looking to learn the basics or an experienced user seeking advanced techniques, we've got you covered.

 

Let me know else I can help you with your transactions. I'm more than happy to provide additional assistance. Keep safe!

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