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R
ResonoAccountant
October 25, 2024
Question

Respawning Transactions?

  • October 25, 2024
  • 1 reply
  • 0 views

Hello,

 

I haven't posted anything here before, so please let me know if my format here is incorrect.

 

We currently have QBO set up so bank transactions import to the "for review" tab. Most of the time, these transactions are superfluous, since we usually put in transactions whenever we get receipts. We've found, however, that if you try and delete a transaction that was imported from a bank, it will "respawn" in the "for review" tab, and will stay there no matter how many times you exclude it. We recently had a transaction reappear that we had dismissed in February 2023, and my boss is sick of seeing it.

 

How can I ensure that transactions don't reappear when I exclude them?

 

Thank you so much for your help.

1 reply

JaeAnnC
JaeAnnC
October 25, 2024

You've got the format just right, @ResonoAccountant. I'll assist you in ensuring that the excluded bank transactions won't be downloaded again in QuickBooks Online (QBO).

 

When you delete a bank transaction in QBO, the system marks it as missing and will attempt to download it again when you refresh your bank feeds. To prevent this, I recommend excluding the entry rather than deleting it. Doing so prevents the bank from bringing the transaction back into the For Review tab.

 

If you've already excluded it, I suggest contacting your bank to check for ongoing issues on their end and find out why the transaction keeps reappearing.

 

Moreover, I'll leave this article available to ensure your bank accounts in QBO correspond to your actual bank statement: Reconcile an account in QuickBooks Online.

 

Let me know in the comments below if you have other questions concerning bank transactions. We'll always be available to lend you a helping hand. Stay safe.

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