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whitwhit
Level 1
posted
‎February 09, 2023 02:56 PM
last updated ‎February 08, 2023 7:56 PM

Undoing bank transaction is creating void payment records instead of deleting them like it use to

Previously when you undid a previously categorised bank transaction, QBO would delete the payment record, now it is making it void.

I had to undo a bunch or transactions because the bank feed stuffed up. Now I have voided records everywhere for customers and suppliers. This is really messy. How can I change the behaviour of undoing transactions back to how it was. Or is this a new bug introduced into QBO. Can it be fixed?

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3 Comments 3
IntuitSheila
Level 8
‎February 09, 2023 05:20 PM

Undoing bank transaction is creating void payment records instead of deleting them like it use to

Thanks for posting in the Community, whitwhit.

 

Once you undo an added bank transaction in QuickBooks, the bank transaction goes back to the For Review tab and you can categorise them once more. You can always delete the voided invoice payment showing 0.00 to remove them from your record. Here's how:

 

  1. Go to Sales tab.
  2. Click on Customers tab.
  3. Locate and click on the customer name to view transactions.
  4. Locate the payment that showed Voided status and click on them.
  5. Click on More.
  6. Click on Delete.

 

I've tried to replicate the situation you've provided and was able to see the voided payment for money in transaction after undoing the payments. I'd recommend contacting our Customer Care Team to further check your account and to see if investigation is needed.

 

To learn more about how to undo matched transaction, please check this link Unmatch downloaded bank transactions or move them to another account.

 

Feel free to post again in the Community if you have more questions. I'll be around to help you!

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whitwhit
Level 1
‎February 09, 2023 05:51 PM

Undoing bank transaction is creating void payment records instead of deleting them like it use to

Thanks for confirming you can recreate the problem as QBO never use to behaviour like this, it would always delete the payment record when undoing the transaction not create these voided transactions. Yes I know you can delete them manually, but it is very time consuming having to do all those steps for each one when there is lots and lots to delete. It needs to just go back to how it was.

 

I have read the link you provided it does not mention anything about when you un match the transaction it will create void payment records.

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IntuitSheila
Level 8
‎February 09, 2023 06:38 PM

Undoing bank transaction is creating void payment records instead of deleting them like it use to

Hi whitwhit,

 

I understand your feedback of how it looks now when undoing added bank transaction in QuickBooks Online. For us to better assist you and further check the behavior encountered, I'd recommend contacting our Customer Care Team. That way, one of our support agent can check your account in a secure form.

 

Here's how to contact support:

 

1. Sign in to your QuickBooks Online company.
2. Go to Help (?).
3. In the Search tab, select Contact Us.
4. Enter your question and select Continue.
5. Choose a way to connect with us:

  • Have a chat with a support expert.
  • Get a callback from the next available expert.
  • Ask the community for help.

Drop a comment below if you need more help with your QuickBooks Online account.

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