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October 2, 2024
Question

I have the last 2 months of transactions that I had already categorized get moved back to review. All attachments have been removed. Has this happened to anyone else?

  • October 2, 2024
  • 1 reply
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1 reply

October 2, 2024

I appreciate you sharing your concern about your categorized transactions that were put back to the For Review tab and attachments were also missing in QuickBooks Online, Antionette. We value your diligence in maintaining accurate records, and I'll be right here with you every step of the way to make sure everything gets sorted out smoothly.

 

Here are a few steps to check and resolve the issue:

 

  1. Audit Trail Log: Let’s use the Audit Trail to track any changes made to your transactions.
  2. View register: Double-check the QuickBooks register to confirm if the transactions from the last two months are still recorded.
  3. Exclude transactions: If the transactions are still in the register, the ones in the For Review tab might be duplicated. Exclude them to avoid duplication.
  4. Contact Support: If the issue persists, I recommend contacting our customer care team. They have the expertise and tools to help resolve this matter. If there’s a widespread issue, they’ll investigate thoroughly and keep you updated via email.

 

Additionally, here are some resources within QuickBooks that can help with your bank transactions and overall financial management:

 

 

Your trust in us is valued, and we are fully committed to rectifying this issue promptly. If you need additional guidance, particularly with managing your bank transactions, or have any related questions, please feel free to reach out below. We will work diligently to ensure the accuracy and security of your data.