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tbennett
Level 1

Transfers on QuickBooks Online

We are using QuickBooks online for one our our clients.  We have two transfers ... One from Oct 2020 and one from April 2021 that have been matched and reconciled; however, they now have reoccurred and no one has reentered the information.  Why did this happen and what do I need to do to rectify the problem?

2 Comments 2
JenoP
QuickBooks Team

Transfers on QuickBooks Online

Let me help with your question about banking transactions, tbennett.

 

You can run the Audit Log report to check what happened why the transfer has reappeared. Here's how:

 

  1. Click the Gear icon and select Audit Log.
  2. Go to the Filter section and change the date when the transaction has reappeared. 
  3. Look for the transaction and click the View link under the History column. 

 

Aside from that, it's also possible that the transfer might have been saved as a recurring transaction. Follow these steps on how to check: 

 

  1. Go back to the Gear icon and select Recurring transactions.
  2. Review the list if you can see a template for a recurring transfer.
  3. If you can see it, click the drop-down list beside Edit and click Delete.
  4. Click Yes.

 

If the transaction was accidentally created, you can delete it to remove the transfer from your records. Here's an article for more details: Void or Delete Transactions in QuickBooks Online

 

Let me also share these additional articles for further guidance and reference: 

 

 

Don't hesitate to join us again in the Community or reply to me if you have other questions while working in QuickBooks. We're always here to help and guide you again.

JenoP
QuickBooks Team

Transfers on QuickBooks Online

Hi tbennett,

 

Hope you’re doing great. I wanted to see how everything is going about the bank transfer. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at any time.

 

Looking forward to your reply. Have a pleasant day ahead!

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