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zach23
Level 1

I can't seem to find my reviewed transactions on banking anymore, say if I need to go back and add an attachment to a transaction I've already reviewed.

 
3 REPLIES 3
GeorgiaC
QuickBooks Team

I can't seem to find my reviewed transactions on banking anymore, say if I need to go back and add an attachment to a transaction I've already reviewed.

Hi zach23, 

 

Thanks for joining us here on the Community. The interface has recently updated so you'll now see three tabs on the banking screen - For review, Categorised, and Excluded. The Categorised tab will contain all of the transactions which you've reviewed for the account. Are you able to see this on the browser, or are you using the app? 🧐

 

Thanks!

zach23
Level 1

I can't seem to find my reviewed transactions on banking anymore, say if I need to go back and add an attachment to a transaction I've already reviewed.

Hey Georgia, 

 

Ok thanks, yeah I can see that.

Can I edit and add attachments from that section?

 

It doesn't seem very clear.

 

All the best,

Zach

GeorgiaC
QuickBooks Team

I can't seem to find my reviewed transactions on banking anymore, say if I need to go back and add an attachment to a transaction I've already reviewed.

Thanks for getting back to me Zach, if you're looking to edit or add more attachments you'll need to open the transaction (select the blue link in the 'ADDED OR MATCHED' column) and then scroll to the 'Attachments' at the bottom. :)

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