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I need the exact steps to "recreate a transaction". Only detailed steps are to find the deleted item from the audit log. Then it just says use that info to "recreate"...

 
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QuickBooks Team

I need the exact steps to "recreate a transaction". Only detailed steps are to find the deleted item from the audit log. Then it just says use that info to "recreate"...

I'll share with you the steps on how you can recreate transactions in QBO, shandasull.

 

Here's how to recreate customer-related transactions:

 

  1. Click the + New icon in the upper-left hand corner of QBO.
  2. Depending on the transaction that you want to recreate, select Invoice, Estimate, Credit memo, Sales receipt, Refund receipt, Delayed credit, or Delayed charge.
  3. Enter the name of the customer, billing or shipping address, transaction number, and date.
  4. Select the correct product or service, then enter the amount or tax details.
  5. Review the details to make sure that everything is correct.
  6. Click Save and new to proceed to the next transaction. 

These steps will also guide you how to recreate vendor-related transactions:

 

  1. Click the + New icon in the upper-left hand corner of QBO.
  2. This time, select Expense, Check, Bill, Pay bills, Purchase Orders, Vendor Credit, Credit  card credit, or Print checks.
  3. Enter the name of the vendor, payment account, transaction number, and date.
  4. Select the correct product or service, then enter the amount.
  5. Review the details to make sure that everything is correct.
  6. Click Save and new to proceed to the next transaction. 

You can also run a report to have a quick review if all transactions are already recreated. Just go to the Reports menu and select Transaction List by Customer or Transaction List by Vendor.

 

Let me know if you need anything else. 

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