In QuickBooks Desktop, Revert discards changes made while editing a saved transaction and restores the version that was last saved. It is not a way to save or temporarily set aside your edits. The meaning differs by screen: a new transaction form uses Clear, QuickBooks Online reconciliation history has an Undo action, and Desktop Payroll has a separate paycheck-revert workflow.
What Revert does in QuickBooks Desktop
When you open a saved invoice, check, bill, or other transaction and make edits, Revert removes those unsaved edits from the form and returns it to its last-saved state. Intuit’s QuickBooks Foundations Desktop Manual explains that Clear is replaced by Revert after a transaction is saved; a second QuickBooks Desktop training manual describes the same distinction.
Use Revert only if you intend to discard the changes made since the last save. If you may need those edits, record them elsewhere or save the transaction appropriately before choosing Revert.
Revert versus Clear
- Revert: for changes made while modifying a saved transaction; restores its last-saved version.
- Clear: for information entered on a new transaction form; erases the new-form entries.
Can you recover edits after clicking Revert?
Do not count on a redo history to restore discarded edits. In an Intuit QuickBooks Community discussion about an accidentally reverted Desktop invoice, a moderator says Revert removes recent changes, and the accepted response explains that QuickBooks reloads the saved version rather than keeping the edited version available. That is guidance for the invoice workflow discussed there, not a guarantee about every QuickBooks product or recovery scenario. If you clicked Revert by mistake, you may need to re-enter the information.
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Revert is different from Undo in QuickBooks Online
On the QuickBooks Online reconciliation screen, Undo is not a form reset. Intuit says it undoes the selected reconciliation and any later reconciliation, changes affected transactions back to cleared or uncleared status, and permanently deletes the reconciliation report and its attachments. Before proceeding, review the confirmation, download any attachments you need to keep, and consider consulting your accountant. See Intuit’s instructions for undoing an entire reconciliation in QuickBooks Online.
Reverting a paycheck in QuickBooks Desktop Payroll
Desktop Payroll has a paycheck-specific revert workflow. Intuit says reverting a paycheck restores its original information so you can apply updated employee information or payroll updates. This is separate from reverting edits on an ordinary transaction form; follow the paycheck steps in Intuit’s Save or revert paychecks in QuickBooks Desktop Payroll help article.
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Which action applies to your screen?
| Where you are | Action and effect | Key consequence |
|---|---|---|
| QuickBooks Desktop, editing a saved transaction | Revert restores the last-saved version and discards the current edits. | The cited guidance does not describe a redo history for those edits. |
| QuickBooks Desktop, entering a new transaction | Clear erases information entered on the new form. | Clear and Revert apply to different form states. |
| QuickBooks Online, reconciliation history | Undo reverses the selected reconciliation and later reconciliations. | Transaction statuses change, and the reconciliation report and attachments are deleted. |
| QuickBooks Desktop Payroll, saved paycheck | Revert restores the paycheck’s original information for applying relevant updates. | This is a payroll-specific workflow. |
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