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How do I make corrections in the Bank "For Review" Screen without QBO making changes to multiple transactions?

 
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How do I make corrections in the Bank "For Review" Screen without QBO making changes to multiple transactions?

Hello there, @churchtreasurer01.

 

Thank you for joining us in the QuickBooks Community. I'll be happy to help share the details about making corrections on the For Review section.

 

You can edit a downloaded transaction, whether it's unaccepted or accepted, including changing how you assigned or categorized it in the For Review tab. If you wish to change the payee or category for a transaction, I'm here to walk you through on how to do it in QuickBooks Online.

 

Here's how:

  1. On the left pane, select Banking.
  2. Click the Banking tab and select the For Review tab.
  3. Find and select the transaction.
  4. Click the Batch actions drop-down, then select Modify Selected.
  5. In the Modify Selected screen, click the Payee or Category drop-down to select the correct payee name or category.
  6. Click Apply.

To check other details that you can edit on the For Review section, you can check the steps in this article: Assign, categorize, edit, and add your downloaded banking transactions.

 

That should do it. I'm just a post away if you have any other questions about making corrections on the For Review section.

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