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J
jakemassincaud
March 27, 2020
Question

Is there a way to retrieve what we had previous setup? I mistakenly assigned as personal every transaction instead of just the unreviewed.

  • March 27, 2020
  • 1 reply
  • 2 views
No text available

1 reply

Fiat Lux - ASIA
Fiat Lux - ASIA
Level 14
March 27, 2020

In QuickBooks Self-Employed, select the Transactions menu.
Select Add transaction.
Enter the date, transaction description, and amount.
Select a category type to download from the drop-down menus.
Enter notes, browse, and upload a receipt.
Select Save.
Select the download icon to the right of ACTION for the CSV file.
Save it somewhere that's easy to find, like your Windows desktop.

 

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J
jakemassincaudAuthor
March 27, 2020

unfortunately, that isn't helpful. I've mistakenly selected every transaction since the beginning of times and assigned them as personal, instead of just the unreviewed items. So everything from previous year has been select as personal instead of business. I'd like to see if there is a way to retrive that information without having to go through 2k transactions one by one to fix my error.

AlcaeusF
AlcaeusF
Level 14
March 27, 2020

Thanks for getting back to us, @jakemassincaud.

 

In QuickBooks Self-Employed (QBSE), once the transactions are already assigned or categorized, the option to return them to unreviewed is currently unavailable. However, you can exclude the incorrectly assigned ones and import them again as a workaround.

 

Here's how to exclude them:

 

  1. Go to the Transactions menu at the left pane.
  2. In the Type drop-down, choose Personal, then place a checkmark on boxes. 
  3. Hit the Exclude option at the top, then Apply. 

 

 

For more information, please refer to this article: Exclude or delete transactions.

 

Once done, you can now manually import them back to QBSE. Consider checking out this article for the detailed steps on how: Add older transactions to QuickBooks Self-Employed.

 

Please let me know if you have any other issues or concerns by clicking the Reply button below, and I'll get back to you as soon as possible. I'm always here to help. Have a good one!

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