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A payment needs review. What this means?

1 Comment
QuickBooks Team

Re: A payment needs review. What this means?

Hi there, @abdala-and.


I'd be glad to help share information about payment/s that needs review.


If you're referring to the downloaded transactions under the Banking page specifically to the transactions (payments) under the For Review column, these transactions need to be reviewed. It's either you'll Add, Find Match, or Record Transfer.


All downloaded transactions will then show up under the For Review column. As you review them, you can assign a payee, category, class, or location to each transaction as needed.


For further details about reviewing a payment/downloaded banking transaction in QuickBooks Online (QBO), you can check this article: Assign, categorize, edit, and add your downloaded banking transactions.


You can also check this article for your future reference about unmatching bank transactions after reviewing them: Unmatch or move bank transactions after reviewing them.


Let me know if you have any other banking questions and if you're referring to something else by adding a comment below. I'm just here to help.