Banking

Thanks for getting back in touch, @jfakenney.

I’m happy to further assist you with moving transactions back to the For Review tab. You can undo an added bank transaction. If you want to get rid of an added transaction entirely and start from scratch, you can Undo it.

Let me guide you how:

1. Go to Banking.
2. Select the blue tile for the account you want to review.
3. Pick the Reviewed tab.
4. Find the transaction you want to undo.
5. Choose Undo from the Action column. This removes the added record from your accounts in QuickBooks.
6. Go back to the For Review tab. Edit and categorize the transaction the way you want to.

To batch action those transactions, you’ll put a Check Mark in the box beside each transaction and then click on Batch Actions and choose to Modify Selected.

Here’s a helpful article about moving and reviewing bank transactions:

https://quickbooks.intuit.com/learn-support/global/banking/unmatch-or-move-bank-transactions-after-r...

Hit the reply if you have other questions.