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Under banking, the transaction stays in "For Review" instead of moving to "Reviewed" after the transaction is matched with a sales receipt. How to fix this issue?

 
Solved
Best answer 11-20-2019

Best Answers
Moderator

Re: Under banking, the transaction stays in "For Review" instead of moving to "Reviewed" after th...

Hello there, @daniel16.

 

Thank you for sharing more information about the matched transactions that stayed in the For Review tab. This unexpected behavior occurs when you import your PayPal transactions into QuickBooks Online. My colleague already updated her post with the correct investigation number. 

 

Also, to make sure you're added to the correct ticket number to be reviewed by our engineering team, I'd still recommend you contact our Customer Care Support. This way, you'll be included in the notification list and if we need anything else, we will reach out to you via email or phone. Please refer to the steps provided above. 

 

Until then, you can exclude transaction in For Review as an alternative solution to manage your business, or wait for any updates about this. 

 

Here's how: 

  1. On the left pane, select Banking.
  2. Got to the For Review tab.
  3. Mark the checkboxes of the transactions to exclude.
  4. From the Batch actions drop-down, choose Exclude Selected.

For more details, like the steps to include previously excluded transactions and how it affects reconciliations, you may refer to the following link: Exclude expenses from downloaded bank transactions.

 

Thank you for your continued patience. Wishing you and your business success. Have a great day. 

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3 Comments
QuickBooks Team

Re: Under banking, the transaction stays in "For Review" instead of moving to "Reviewed" after th...

I'm glad to see you here, daniel16.

 

There is an ongoing issue with users whose transactions still populates in the For Review tab after matching them in Quickbooks Online (QBO).

 

In the meantime, I suggest calling our Customer Care Team. I suggest giving us a quick call so we can add your company information to the list of affected users. This way, updates will be sent to you via email regarding the progress of the investigation.

 

Here's how:

  1. Go to the Help menu at the upper right.
  2. Select Contact Us.
  3. Enter your concern.
  4. Click Let’s talk.
  5. Choose Get a callback
  6. Type in your contact info.
  7. Select Confirm my call

Another way to be updated to the status of the investigation is to visit this website. You can use the investigation number INV-38681 as your reference: http://status.quickbooks.intuit.com/.

 

Let me know how the call goes. I want to make sure you are taken care of, and I'm here if you need anything with QuickBooks. Have a good one.

Level 1

Re: Under banking, the transaction stays in "For Review" instead of moving to "Reviewed" after th...

Charies, thanks for your reply.

 

I am able to match captured sales receipts to transactions but the issue is the transaction stays in "For Review" section instead of moving to "Reviewed" which is very confused me whether the transaction has been matched.

 

Also, I can see the transaction is matched from the reconcile part. But under the banking part, it is staying in "For Review"

 

Thanks.

Moderator

Re: Under banking, the transaction stays in "For Review" instead of moving to "Reviewed" after th...

Hello there, @daniel16.

 

Thank you for sharing more information about the matched transactions that stayed in the For Review tab. This unexpected behavior occurs when you import your PayPal transactions into QuickBooks Online. My colleague already updated her post with the correct investigation number. 

 

Also, to make sure you're added to the correct ticket number to be reviewed by our engineering team, I'd still recommend you contact our Customer Care Support. This way, you'll be included in the notification list and if we need anything else, we will reach out to you via email or phone. Please refer to the steps provided above. 

 

Until then, you can exclude transaction in For Review as an alternative solution to manage your business, or wait for any updates about this. 

 

Here's how: 

  1. On the left pane, select Banking.
  2. Got to the For Review tab.
  3. Mark the checkboxes of the transactions to exclude.
  4. From the Batch actions drop-down, choose Exclude Selected.

For more details, like the steps to include previously excluded transactions and how it affects reconciliations, you may refer to the following link: Exclude expenses from downloaded bank transactions.

 

Thank you for your continued patience. Wishing you and your business success. Have a great day. 

View solution in original post

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