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August 28, 2020
Question

When I'm reviewing in the "Categorized" section of the banking section, any time i manipulate a transaction, I get sent back to the for review tab.

  • August 28, 2020
  • 1 reply
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1 reply

August 28, 2020

Hi there, monfared,

 

I know how big a role workflow plays in data entry for a business's books, and that doesn't change with it comes to using a bookkeeping software like QuickBooks Online. Thanks for taking the time to describe what's happening in the banking area of the program when you're going through your Categorized transactions. I'm here to help.

 

QuickBooks Online's Bank Feeds have undergone some changes recently, including a bit of a different look. I've done some testing on my end and I see what you're saying about the program refreshing back to the For Review tab when you make a change to a categorized transaction. I absolutely see how it would be useful to refresh back to the Categorized tab if you have more work you'd like to do in that area however, so here's my suggestion.

 

I recommend submitting feedback to our product development team to let them know the further changes you'd like to see with this bank feed update. It's a simple process that's outlined here: How do I submit feedback?

 

Don't hesitate to share your thoughts with us to ensure that your voice is heard. I hope you have a great rest of your day.