Transaction issues

8 replies
17 views

when I review transactions it doesn't immediately refresh, when it used to. Also, unreviewed has ipulled in old transactions that were previously revised

QuickBooks Self-Employed

GeorgiaC

Level 13

Hey Stoddart Music,

Can I check what bank provider you are with?

For the old transactions, you will need to batch tick and exclude those from the for-review tab (batch actions > exclude selected).

Stoddart MusicAuthor

Sure, I am with First Direct For the old ones - I just reviewed again. I didn't know to batch tick and exclude those from the for-review tab (batch actions > exclude selected). I don't even recall which they were as it happened a few weeks ago but thought I'd ask at same time as this other query. Is there a way to search for duplicate transactions?

payment after leaving

Level 10

Hi Stoddart Music

You can locate duplicate transactions by viewing the chart of account, accounting > chart of account > account history

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