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Help! I noticed I still have some entries for review (in CC and Savings account section) for 2019 even though I've already reconciled both. Is it okay or what do I do?

 
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Help! I noticed I still have some entries for review (in CC and Savings account section) for 2019 even though I've already reconciled both. Is it okay or what do I do?

Thanks for dropping by the Community, @Johnny B1.

 

Since you already reconciled both credit card and savings accounts, the entries or transactions in the For Review tab may be duplicates. This usually occurs when a manual update was done during the time that your bank is syncing with QuickBooks Online (QBO).

 

If that's the case, you can exclude them so they'll not show. Here's how:

 

  1. In QBO, go to the Banking menu at the left pane to get to the Banking page.
  2. In the For Review tab, place a checkmark on the boxes beside the duplicate entries.
  3. Click the Batch actions drop-down, then choose Exclude Selected

 

These transactions will be moved to the Excluded tab for your reference. They will not be tracked or reported as part of your business finances and won't appear on bank register or reports.

 

Just in case, I'll add this article for future reference: Exclude downloaded bank transactions.

 

Reach out to me in the comment below if you have any other concerns or issues. I'm always here to answer them. Have a great day!

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