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Anonymous
Not applicable

In QBO after classifying "For Review" trans in the banking section (to account & class) then adding to QB, the trans reappear, require reclass and are not duplicates.

 
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Moderator

In QBO after classifying "For Review" trans in the banking section (to account & class) then adding to QB, the trans reappear, require reclass and are not duplicates.

Hello Joel,

 

The Banking page updates the transactions in the For Review tab automatically. These updates depend on details your bank shares with us. 

 

If you click the Update button manually to refresh your transaction list, this can cause transactions (that are already added to your QuickBooks register) to reappear in the For Review tab.

 

You'll want to exclude these transactions to avoid duplicates in your register. Here's how to do it:

  1. In the Banking page, go to For Review section and mark the transactions you want to exclude.
  2. Click the Batch actions button and choose Exclude selected.

If you're referring to something different, any additional details and screenshots would be much appreciated. Thanks in advance!

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