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A
allison41
July 14, 2024
Question

If I realize that I have made mistakes can I revert to prior to when I did that?

  • July 14, 2024
  • 1 reply
  • 0 views
I discovered that there are some entries in the Register that are duplicates of transactions I have Reconciled. A support staff member told me these unreconciled transactions will show up in my P&L reports, which will make my reports inaccurate for tax purposes. 

So, after reconciling up to the end of June, I went back and did a test - I edited 3 of these Cleared transactions in the register in December 2023 to be $-0 amounts. I got warnings that this could throw off my reconciliations, but I went ahead since none of these transactions have been reconciled. 

Then I verified in my Reconciliation report that this didn't throw off my reconciliation for January 2024, or subsequent.

That said, I would like to know if I do discover an undesirable consequence resulting from deleting these duplicate entries, is there a way to revert my Company file to before I made the edits?

1 reply

L
LeizylM
July 14, 2024

Being cautious about the consequences of editing your transactions is essential in keeping your books accurate, Allison. I'll share info about reverting your file.

 

For now, the option to revert your company file is unavailable in QBO. If you find issues in the future, you'll need to correct the entries manually. You can use the Audit log to identify all edited transactions and alter your changes.

Here's how:

 

  1. Click the Gear icon.
  2. Under Tools, select Audit log.
  3. Locate the necessary transactions and press View.

 

After making corrections, reconcile your account again to ensure everything is accurate.

 

Additionally, you can run several reports in QuickBooks Online to help you monitor how your business is doing and ensure your entries are tracked correctly.

 

I'm always prepared if you have more questions or concerns about managing your transactions in QBO. Kindly leave a comment below, and I'll promptly lend a hand. 

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