How to Go Back and Undo Your Transactions in Qbo

When working on QuickBooks documents, you may apply changes that need to be reversed. In some cases, accidental changes affect the information in invoices and other documents. Fortunately, QuickBooks allows you to undo your actions by using the Revert button.

How Revert Button Work?
How to Revert the Invoices in QuickBooks?

How to Revert the Sales Receipt in QuickBooks?
How to Revert the Other Documents in QuickBooks?

How to Delete, Revert, and Clear the Transactions in QuickBooks?

Delete the Transaction
Revert the Transaction
Clear the Transaction
Use Undo Typing Option

How to Use Reverse a Transaction Feature in QuickBooks?

Use Reverse a Transaction Feature to Refund Payment
Use Reverse (Void/Credit) Feature to Reverse Payment Applied to the Wrong Invoice
Frequently Asked Questions

How Revert Button Work?

QuickBooks Revert button helps you to return to the original document. Whether it is an invoice, estimates, sales receipts, enter bills, or transactions, if you want to undo your actions, you can simply press the Revert button provided by the QuickBooks tools.

How to Revert the Invoices in QuickBooks?

When working on the invoices or create an invoices, you may require to make changes to them such as adding the items, changing the price, or deleting the items. However, you may press the key accidentally due to which the customer details can get affected.

If any keystroke ever affects the invoice details then you can use the Revert option as this will help you to restore the changes.

Login to your "QuickBooks" account.
Open the Invoice form in your QuickBooks account.
You will find a small button placed next to the "Save & New" button.
When you make changes to the invoice, if you accidentally hit any key then you can click the "Revert" button.

As you hit the Revert button, the changes will be restored and you can see the original saved version of the invoice. But make sure that you don't press the Save button. Doing so, your changes will be saved and you may not be able to restore the changes even after clicking the Revert button.

How to Revert the Sales Receipt in QuickBooks?

The revert option can be used for the sales receipt. Since the sales receipts are generated when the customer pays for the services or items, there should be no requirement for the saved sales receipt to edit the changes.

If you want to revert changes in the sales receipt then you can following these instructions mentioned below:

Sign to your "QuickBooks" account.
Open the "Sales Receipt" in your QuickBooks account.

You will find a small button placed next to the "Save & New" button.
When you make changes to the sales receipt, if you accidentally hit any key then you can click the "Revert" button.

The Revert button is located in the same place. The only difference is that you do not need to return the saved sales receipt to apply changes.

How to Revert the Other Documents in QuickBooks?

If you work on other documents such as Estimates or Enter Bills and you make changes accidentally then using the Revert button can be very helpful.

However, you need to keep one thing in your mind that besides Revert, there is a Clear button. If you press Clear then it removes the entire form. On the other hand, clicking on the Revert button will only restore the recently applied changes. Make sure you don't press the Save button as this may make it difficult for you to undo applied changes.

To revert the Estimates and Enter Bills, you can follow the same steps:

All you have to do is open the "Estimates" or "Enter Bills" in QuickBooks.
Click on the "Revert" button located at the bottom.

As you click the Revert button, your documents will be restored to the original form. Remember pressing the Clear button will delete the form entirely.

How to Delete, Revert, and Clear the Transactions in QuickBooks?

When you prepare transactions in your QuickBooks account, you may add the wrong amount or you mistakenly touch the key. As a result, it reflects changes to the transaction amounts.

To undo your actions, you can use different options such as Clear, Undo Typing, or QuickBooks Revert button.

If you want to revert the transactions in QuickBooks then you can simply go to the File menu and press the QuickBooks Revert button.

Here, we will show you each step for each action.

Delete the Transaction

Open the transaction.
Go to the "File" drop-down menu.
Click on the "Clear" button in order to remove the details you added in a transaction that you have not saved yet in one of the employee, customer, or vendor centers.

Revert the Transaction

Open the transaction.
Go to the "File" drop-down menu.
Click on the "Revert" button in order to undo all the changes you have made since you hit the Save button last time.

Clear the Transaction

Open the transaction.
Go to the "File" drop-down menu.
Click on the "Clear" button in order to undo the last entry when working with your bank account register.

Use Undo Typing Option

Open the transaction.
Go to the "File" drop-down menu.
Click on the "Undo Typing" button in order to delete the last entry in the items lists. It may include Price Level List, Fixed Price List, and General Item List.

This is how you can restore your QuickBooks transaction in different ways. If you want to delete the entry from the employee, vendor center, customer, or last entry with your bank account register then you can use the Clear button to delete the information.

If you wish to remove the last entry from the item list, press the Undo Typing button. For bringing back the last change, using the QuickBooks Revert button will be beneficial.

How to Revert QuickBooks to the Prior Date?

QuickBooks may bring unwanted errors or conflicts in the program. In such cases, users need to restore the QuickBooks program when their program crashes.

Reverting the QuickBooks software to the prior date may be a big concern for some users. Here, we will show you easy steps to restore the program using the backup file.

Note: Having the backup file maintained is necessary as this will help you to restore the data from the date you want.

Sign in to your "QuickBooks" account.
Now, go to the "Files" menu.
Click on the "Restore company" option.
Here, you will find a dialog box where you can choose the file type you wish to restore.
You can select the "Radio" button located next to the "Restore a backup copy".
Hit the "Next" button.
Then, you will again see a dialog box showing if you wish to restore the file from the backup saved online or local computer.
Now, navigate through the location where your backup data is saved.
Hit the "Next" button.
Here, select the location where you want to save the restored file in your QuickBooks account.

Important Note: When you restore the file, your old version of QuickBooks will be deleted permanently and overwritten by the new file.

Once you are done applying these changes, click on the Save button. This will restore the QuickBooks to the prior date successfully. Thereafter, you can try launching QuickBooks company files and verify the data that has been restored.

How to Use Reverse a Transaction Feature in QuickBooks?

There can be instances when you apply the payment to the wrong invoices. In such a scenario, you can use the Reverse a Transaction feature in the Merchant account. You can find this option from the Processing Tools. This will help you to refund the transaction.

On the other hand, you can use the Reverse (Void/Credit) option. By using this feature, you can reverse the payments that you applied to the wrong invoice.

To reverse the payments from the invoices, you can follow these instructions for both the features; Reverse a Transaction and Reverse (Void/Credit).

Use Reverse a Transaction Feature to Refund Payment

Log in to the "QuickBooks Payment" account.
Now, choose the "Processing Tools" drop-down menu.
Click on the "Reverse a Transaction" option.
Enter the required details in the fields.
Click on the "Search" option.
Pick the transaction that you wish to refund.
Hit the "Submit" button.

Use Reverse (Void/Credit) Feature to Reverse Payment Applied to the Wrong Invoice

Go to the "Activity & Reports" drop-down menu.
Click on the "Transactions" option.
Add the period of date.
Click the "Search" button.
Select the "Transaction ID" and pick the transaction that you wish to reverse.
Click the "Reverse (Void/Credit)" button.
Place the checkmark on the transaction.
Click the "Submit" button.

As you follow these steps, the transactions will be reversed that you applied to the incorrect invoice.

To Sum Up

Reversing the applied action in QuickBooks is easy. All you have to do is make sure that you don't click the Save button as this will make it difficult for you to undo changes. In QuickBooks, you can revert the invoices, sales receipts, estimates, enter bills, transactions, and more.

In this guide, we have provided information on what does revert mean in QuickBooks and how to use it to undo actions. To know what is an adjusted service date in QuickBooks, check this guide out and know in-depth.

How to Delete a Deposit in QuickBooks?
How to Delete Customer in QuickBooks?

Frequently Asked Questions

Q. What Does the Revert Button Mean in QuickBooks?

Ans. QuickBooks Revert button is an option that allows you to undo the changes you have applied to the invoices or other documents.

Q. Where is the Revert Button in QuickBooks?

Ans. To find the Revert button, go to the File drop-down menu, select the Revert button located at the bottom to undo all changes made since the previous save.

Q. How to Revert Invoices, Sales Receipt, and Other Documents in QuickBooks?

Ans. To use the Revert button, when making changes to the Invoice form or other documents in your QuickBooks account, click the Revert button located next to the Save button. This will return to the original document.

How to Go Back and Undo Your Transactions in Qbo

Source: https://errorgenie.com/quickbooks/what-does-revert-mean-in-quickbooks/