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kelb38083
Level 1

If I have pressed the undo button in the reviewed transactions section by mistake, how do i reinstate that action ?

If I had a deposit for review and then added it in , but had made mistakes in categorizing the deposit , and therefore, pressed the undo button in the reviewed section , is this transaction now lost ?
3 Comments
David-212915
QuickBooks Team

If I have pressed the undo button in the reviewed transactions section by mistake, how do i reinstate that action ?

Thanks for posting your question in the Community, @kelb38083. I'm here to lend a hand with reinstating the transaction.

 

You'll be glad to know that the transaction isn't lost. When a user selects to Undo a transaction that's in Reviewed, it will go back to For Review. In this instance, you'll need to accept the deposit again in For Review. I've included a brief video to serve as an example:

 

 


Additionally, I recommend the following article which contains additional insight into this process: Add and Match Downloaded Banking Transactions.

 

That's it. I'm confident that this information will have you set up for success.

 

Please don't hesitate to let me know if you should have other questions. Cheering you to continued prosperity. 

May4
Level 1

If I have pressed the undo button in the reviewed transactions section by mistake, how do i reinstate that action ?

Hi I just clicked Undo under the Reviewed button and then when I went back to For Review it's no longer there. How do I accept the deposit again in For Review?

Emily M
QuickBooks Team

If I have pressed the undo button in the reviewed transactions section by mistake, how do i reinstate that action ?

Hi, @May4.

 

I’d be happy to help you accept a deposit. I’ll have the instructions listed below to get you back on track.

 

  1. On the invoice, click Received Payment into the Undeposited Funds. After you’ve sent your invoice and received the payment to the undeposited funds you will do the following:
  2. Select the Plus icon.
  3. Under other, click on Bank Deposit.

 

The transactions automatically populate in the payments section at the top of the Bank Deposit screen. If you have only one payment to deposit, choose that payment. If you have groups of payments as a single deposit please click on each of them as a group.

 

Here is an article about bank deposits: https://quickbooks.intuit.com/learn-support/getting-started-with-quickbooks/how-to-record-bank-depos...

 

Feel free to comment below if you have any other questions.

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