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Banking
I’m happy to walk you through the steps on how to undo those deleted transactions in QuickBooks Desktop, @bills123.
Since you’ve accidentally deleted a transaction in your bank feed, we can pull up an Audit Trail that captures each transaction that is entered, altered, or deleted. I’d be glad to show you how:
- Go to Reports from the top menu bar.
- Scroll down and click Accountants & Taxes.
- From the side menu, choose Audit Trail.
- Modify the date range in which you believe the transaction was deleted.
From there, take note of the details and re-enter those deleted transactions. If it’s an invoice, create a new invoice with the details of the deleted transaction. Otherwise, create a new one with the deleted details.
To find out more details about managing reports in QBDT, feel free to visit this handy resource: Understand reports.
Once restored, check out these articles that may come in handy in organizing your bank transactions seamlessly:
- How to categorize transactions and set rules in QuickBooks Desktop
- Reconcile an account in QuickBooks Desktop
Stay in touch if you have any other questions or concerns about managing your transactions and accounts in QuickBooks Desktop. I’ll be right here to answer them for you. Enjoy the rest of the day.