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solaceandserenit
Level 1

I would like to know why 2019-2020 transactions are now unreviewed when I have already completed them once & if there is a way to retrieve the work I have previously done? They became unreviewed when I fixed the bank connection on my desktop

 
1 Comment 1
SarahannC
Moderator

I would like to know why 2019-2020 transactions are now unreviewed when I have already completed them once & if there is a way to retrieve the work I have previously done? They became unreviewed when I fixed the bank connection on my desktop

Hi there, solaceandserenit.

 

Let me share with you some possible reasons why transactions are showing unreviewed, even if they have been completed. 

 

QuickBooks depends on how your financial institution communicates with the system. With that, these transactions might have something to do with your bank statement, or could be that your bank account connected twice in your book.

 

Let's try to log in first to your bank website to check if these are included in your statement. If not, we can now say that these are duplicate transactions that need to exclude in your QuickBooks. 

 

Let's follow these steps to check if the bank account is being connected with QuickBooks twice. If so, let's hide the other one to avoid duplicate transactions: Here's how:

 

  1. Go the Gear icon at the top.
  2. Select Bank accounts under Transactions.
  3. Find the account you want to hide, then toggle OFF.

ee.PNG

 

Then, here's how to exclude these transactions:

 

  1. Go to the Transactions menu.
  2. Find the transactions you want to exclude.
  3. Under the Action column, click the drop-down arrow to view more details. 
  4. Check the Exclude this transaction (this is for duplicates, reimbursements, customer refunds, and returned purchases) box.
  5. Then, Save.

e.PNG

 

In case the unreviewed transactions are not duplicate ones, I would suggest checking your bank website to verify if there's an issue on your bank’s end. 

 

Post again if you still need help with these transactions. I'll do my best to get back to you and help you as soon as possible. Take care!

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