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Level 1

Hi Support, appreciate if you could guide us how to clear the "For Review Transaction" as we have posted all of these transactions hence they are supposed to be matched.

 
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QuickBooks Team

Hi Support, appreciate if you could guide us how to clear the "For Review Transaction" as we have posted all of these transactions hence they are supposed to be matched.

I hope you're having a wonderful and safe day, faratun.

 

Let me help clear the For Review tab in QuickBooks Online (QBO).

 

To avoid messing up your register, I'd suggest excluding those transactions since you've already posted them. This will keep them from showing up on the banking feeds.

 

Exclude transactions:

  1. On the left pane, select Banking.
  2. Click the For Review tab. 
  3. Select the transaction you want to exclude.
  4. Click on Batch actions drop-down and select Exclude Selected.
    excludedtransactions.PNG

Excluded transactions are listed on the Excluded tab for reference or review. Those are not tracked or reported as part of your business finances and don't appear in any associated account registers or reports.

 

Moving forward, you can match the next downloaded entries with the ones you've recorded in QBO. Doing this will prevent any duplicates and incorrect balance during the reconciliation process.

 

Check out the Exclude expenses from downloaded bank transactions link for more details on how to remove entries on your banking feeds.

 

Don't hesitate to leave a comment below if there's anything else you need. I always have your back.

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