If you are looking for a solution for the question on how to undo in QuickBooks then here lies the perfect solution for you. Undoing something is a task, don’t you agree? If an arrow is out of the bow, is it possible to get it back? Absolutely not. With QuickBooks you have the liberty to undo things or mistakes as it has been designed to sort issues that can occur owing to human mistakes or any system related problems.
This is one of the reasons, Intuit developed QuickBooks to rectify such mistakes so that those mistakes or errors don’t stand on the way of a smooth running of an establishment. It is very unique to this awesome accounting tool that has a corresponding Undo option after every transaction so that once the mistake has been realized, it can be undone. It is a Wow feature. Thus let’s learn “How to Undo in Quickbooks”.
You will see options like Clear, Undo Typing and Revert to correct glitches.
Just knowing the words wouldn’t help. The in depth knowledge of the process is what is required so that process of undoing is successful.
Find the Shortcuts
Instances where the feature of Undo in QuickBooks can be used:
- We might have entered incorrect values to make a payment or prepare a bill
- May be an invoice was meant for a different client and has been named for someone else
- Transaction amount was incorrectly entered
- Date has been selected incorrectly
These are just a few examples when you might want to use the Undo option. There can be more such glitches that you must get corrected. To get this reverted and rectified, we need to follow either of the steps below-
How to Undo in QuickBooks
Solution 1:From the File drop down menu, you need to select Clear option in order to get rid of any information that you added in a new transaction that haven’t been saved in customer, employee or the vendor center.
Solution 2: In this step too, you need to click on File menu drop down after which you need to select Revert option so that you could undo everything that you have done since you last saved your data
Solution 3:Like universal method, here too we need to choose the File menu but the only difference is that you don’t have to click on the drop down. This method is used to clear any transaction related to bank account pertaining to the last entry.
Solution 4: In case you have to undo transactions from any of the following Fixed Price list, Price level list or General item list, you need to click on File menu to choose Undo Typing in order to remove the last entry.
By now, the words Clear, Undo Typing and Revert must have made sense. Their usage is really a piece of cake. You needn’t store anxiety if you have wrongly got any transaction done. QuickBooks assists you getting it rectified like you had never committed those mistakes. It is such a blessing to know that you can make corrections.
There is an alternative to this process of undoing too. You can simply click on the transaction you want to correct and then click on Edit menu to click on Void. The problem is taken care of. Have a big smile working on your projects.
In-case your query is still unanswered then you should need to get in touch with us on our site at askforaccounting.com or as we provide all the assistance to US and Canada citizens.