Skip to main content
February 3, 2021
Question

When I use the UNDO button under the ACTION column should the transaction go to FOR REVIEW?? I am missing those transactions in FOR REVIEW.

  • February 3, 2021
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

February 3, 2021

Hi rxs148,

 

Welcome to the QuickBooks Community! It's great to see that you're taking advantage of the banking feed option in QuickBooks Online to easily work with your bank data in the program. I'd be happy to go over how this feature works and guide you through some troubleshooting to help you get back on track.

 

To answer your question, yes, when you select Undo in the Action column for a transaction that's under the Categorized tab in the bank feed, that transaction is supposed to go back to the For Review section. Doing this allows you to correct errors and make sure the transaction is categorized exactly how you need it to be in your books.

 

Since you're missing those transactions after undoing them, a good place to start troubleshooting is by checking the date on the filter in the For Review section. It typically defaults to All Dates, so filtering for a specific date may help you find the transactions that you just undid, especially if you've had other transactions since working with those ones. This'll help prevent needing to sift through all of the transactions in the feed to find those ones again.

 

If you find the transactions are still missing, the next troubleshooting steps I have for you tackle QuickBooks Online and the cloud. Being a cloud software, it can be impacted by things like cache, browser, app, and Internet issues that can cause things to appear missing among other problems. I recommend going through the following troubleshooting steps one-by-one to see if they bring back those transactions for you.

In the event that the transactions are still missing, it may help us to get a closer look at your account with you and retrace your steps. To do that, please connect with a member of our support team outside of the community forum using one of the following methods.

 

Schedule a Callback or start a Chat: click (?)Help in the upper right > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat.

Social MediaFacebookTwitter, and Instagram.
Support hours are from Monday to Friday between 9a.m. and 8 p.m. ET.

 

That way, we can discuss your situation with you one-on-one to resolve this as quickly as possible. Don't hesitate to reach out!