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dallas13
Level 2

How do I set a restore point before making adjustments to bank ledger? I've recently deleted a transaction; it was a mistake; I want a system restore; how is it possible

A system restore would save a lot of stress when trying to fix QB.
Unexpected outcomes are happening when entering adjustments which forces me to reconcile months of bank statements over again!!  It's a major problem when QB splits a bank deposit to pay two invoices!!
3 Comments 3
Alex M
QuickBooks Team

How do I set a restore point before making adjustments to bank ledger? I've recently deleted a transaction; it was a mistake; I want a system restore; how is it possible

Hi there dallas13,

 

Thanks for reaching out about backing up your data. QuickBooks Online is a great tool able to help you keep track of your sales and expenses so you can see the profitability of your business. I can provide some information about backing up your company.

 

The ability to create backups is available for QuickBooks Online Advanced subscriptions, and can be done using the steps outlined in this guide.

 

If you have any other questions, feel free to reach out here.

4Gal
Level 11

How do I set a restore point before making adjustments to bank ledger? I've recently deleted a transaction; it was a mistake; I want a system restore; how is it possible

@dallas13 

You can use a 3rd party backup restore app

https://partnerwithus.rewind.com/quickbooks

 

Trish_T
QuickBooks Team

How do I set a restore point before making adjustments to bank ledger? I've recently deleted a transaction; it was a mistake; I want a system restore; how is it possible

Hi dallas13,

 

When transactions are accidentally deleted in QuickBooks Online, they can't be undone.  Rather than creating an adjustment when reconciling your account, the best course of action is to recreate the deleted transaction.  Once the item has been recreated, QuickBooks will be able to automatically match it with your books. 

 

Please don't hesitate to reach back out, with any other questions.  We would be glad to assist!

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