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info76
Level 1

When we see "37 to Review" have these transactions already been posted or are they not posted until they are reviewed?

 
10 Comments 10
JonpriL
Moderator

When we see "37 to Review" have these transactions already been posted or are they not posted until they are reviewed?

Hi @info76,

 

That number you're seeing on your Dashboard means you have 37 transactions to be reviewed and haven't been added nor matched in QuickBooks Online (QBO) yet.

 

Just click on it to begin adding them to QBO or matching them to your existing transactions.

 

I suggest reading this article to learn and do more of your banking transactions:

Please know that we're always here to help. Have a blissful day!

LBK2
Level 1

When we see "37 to Review" have these transactions already been posted or are they not posted until they are reviewed?

So I reviewed my bankng items and they are all cleared, why does the quickbooks still show items for review? How do you clear the items?

MirriamM
Moderator

When we see "37 to Review" have these transactions already been posted or are they not posted until they are reviewed?

Thanks for joining the thread, LBK2.

 

The transactions under For Review tab are those transactions not yet reviewed to be part in your QuickBooks account. 

 

In your case, the transactions may still show if these were re-downloaded in QuickBooks. And that is why you're seeing them back in your bank feeds.

 

You can exclude the transactions to clear this up, here's how:

  1. From the Banking "For Review" tab, click the check boxes to the left of the date for the transactions you want to exclude.
  2. Once done, hit the Batch Actions drop-down arrow.
  3. Select Exclude Selected

You can visit this video tutorial for your visual reference: https://www.youtube.com/watch?v=xiiaz0qLEBo.

 

For additional reference, see these articles that you may find helpful: 

If you have anymore questions with your online banking transactions in QuickBooks. I'm just post away if you need a helping hand. Have a great day!

 

 

 

**Say "Thanks" by clicking the thumb icon in a post.
**Mark the post that answers your question by clicking on "Accept as solution".

mike brennan
Level 1

When we see "37 to Review" have these transactions already been posted or are they not posted until they are reviewed?

Hi, 

In the Review section of my Bank I clicked Add for approximately 40 transactions after reviewing and correctly categorizing them. Approximately 30 minutes later I found that some of the transactions for which I clicked Add have been re-listed in the Review section. Did QBO just download these transactions again? Is there a common mistake I could have made in the process of clicking Add?

Thank you! 

Arlene10
Level 1

When we see "37 to Review" have these transactions already been posted or are they not posted until they are reviewed?

When I click on for review nothing happens?  What am I doing wrong?

Catherine_B
QuickBooks Team

When we see "37 to Review" have these transactions already been posted or are they not posted until they are reviewed?

A browser-related issue might have caused the unusual response, Arlene10.

 

There are times that the browser is full of frequently accessed pages, causing some unexpected behavior. Let's isolate this by logging into your QuickBooks Online account using a private browser. You may use one of these keyboard shortcuts to open one:

 

  • Google Chrome: Ctrl Shift N
  • Mozilla Firefox: Ctrl Shift P
  • Safari: Command Option P

Then, try to go to the Banking page and categorize your transactions. If it works, switch back to your main browser and clear the cache. Clearing it will refresh the system, and you'll be able to work seamlessly. However, if the issue persists, try using other supported browsers.

 

I'm just here if there's anything else. You take care and have a great day!

SFC_DB
Level 1

When we see "37 to Review" have these transactions already been posted or are they not posted until they are reviewed?

Hi,

I have 7 items listed on my "For Review" tab, but nothing listed underneath for me to review. In other words, my tab states "For Review (7)", but when you click on the tab to list the items, no transactions are listed/found. How do I find these transactions? I have attached a screenshot for your info.

AlexV
QuickBooks Team

When we see "37 to Review" have these transactions already been posted or are they not posted until they are reviewed?

Thanks for joining us here, SFC_DB.

 

I understand that you need to categorize the downloaded transactions in QuickBooks Online. If there is a number showing next to For Review, that means there are still transactions that aren't reviewed and haven't been added nor matched. 

 

It's possible that you're unable to see them due to browser issues. For us to fix this, you'll want to perform the troubleshooting shared above by Catherine_B.

I've added these links for more details to know what to do with your downloaded transactions and the reconciliation process:

Leave a comment again and we'll respond as soon as we can. Take care!

SFC_DB
Level 1

When we see "37 to Review" have these transactions already been posted or are they not posted until they are reviewed?

Thanks Alex. Problem solved.

Nick_M
QuickBooks Team

When we see "37 to Review" have these transactions already been posted or are they not posted until they are reviewed?

Hi SFC_DB.

 

I'm glad to see that my colleague was able to help you solve your problem. 

 

If there's anything else you need, don't hesitate to post here anytime. 

 

Thanks and have a nice day.

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