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pcvogt
Level 1

How can i recover a deleted recurring transaction that I deleted in error

I deleted a recurring transaction in error.  How can I retrieve
4 Comments 4
Rustler
Level 15

How can i recover a deleted recurring transaction that I deleted in error

There is no un-delete, you have to re-create it

JamaicaA
QuickBooks Team

How can i recover a deleted recurring transaction that I deleted in error

Thanks for reaching out to the Community, @pcvogt. I’d be delighted to walk you through restoring your deleted recurring transactions.

 

In the meantime, we’re unable to retrieve a deleted recurring transaction in QuickBooks Online. As per Rustler, you can only recreate it. To do so, you’ll need to use the Audit log to get the details of the deleted transaction.

 

Here’s how:

 

  1. Go to the Gear icon and select Audit Log.
  2. From the Filter ▼ dropdown menu, select the appropriate user, date, and event(s).
  3. Select Apply.
  4. Locate the deleted transaction, then click View under the History column to get all the details that you need.

 

See this article as a reference: Use the audit log to re-enter deleted transactions.

 

Once you have the details, you can now re-enter the transactions accordingly. For more information, refer to this guide: Create recurring transactions in QuickBooks Online.

 

I’ve added these references to assist you with changing a recurring transaction template and restoring recently deleted list elements such as accounts, terms, classes, products, or services:

 

 

Feel free to dive back in for any questions you have about the process. I’ll be also here to help if you have any other concerns besides restoring deleted transactions.  I'd be delighted to answer them for you.

PCTherapist
Level 2

How can i recover a deleted recurring transaction that I deleted in error

In the audit logs, I can see that I made an edit to the recurring template on April 1st 2024 but cannot see the date it was deleted. Now what can I do?

AdonL
QuickBooks Team

How can i recover a deleted recurring transaction that I deleted in error

Knowing when changes occur in your account ensures transparency and accuracy in your financial management, PCTherapist. Let's review your entries together to ensure they meet your accounting needs.

 

The Audit Log feature in QuickBooks Online (QBO) is a valuable tool for tracking and reviewing changes made in your account. It records details such as who made changes, what was changed, and when these changes occurred. It is beneficial for maintaining accurate records and understanding the history of your transactions and settings.

 

If the Audit Log only shows edits and not the deletion, the template may not have been deleted. We can double-check your recurring transactions to confirm.

 

Here's how:

 

  1. Go to the Gear icon.
  2. Under LISTS, select Recurring Transactions.

 

If the issue persists, perform basic troubleshooting steps. Too much historical data can slow down loading times, and clearing it will resolve the problem.

 

First, access your account through an incognito window to rule out the possibility of a webpage issue. You can refer to these shortcut keys to open an incognito window in all supported browsers:

 

  • Chrome: Ctrl + Shift + N
  • Firefox: Ctrl + Shift + P
  • Safari: Command + Shift + N

 

Once done, locate the recurring template again. If it works, switch back to your regular browser. Then, clear its cache. This way, you can access QuickBooks with a clean slate. You can also use a different supported one.

 

You can also return to the Audit Log later, as it updates with recent actions, including deletions, after troubleshooting.

 

Furthermore, click the View option under the History column in the Audit Log to see more details. It will display a detailed view of changes, including edits, deletions, or other modifications. It can help you better understand the recent actions taken and verify the status of your template.

 

To learn more about recurring templates, read this article: Create templates for recurring transactions.

 

Additionally, you can check this guide on editing, deleting, and restoring list elements: Manage lists.

 

Please know that you can always get back to us in the forum if you require further help with your recurring template. I want to ensure everything is good for you.

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