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Love11
March 5, 2022
Question

attaching uncategorized checks to the bills that are already categorized.

  • March 5, 2022
  • 5 replies
  • 24 views

I migrated all information from desktop to QBO, but had to 'add' all transactions anyway. 

Now all checks from last year are in the uncategorized account, but the bills attached to them are categorized. There has to be an easy way to connect them. Help!

5 replies

mv32
Level 8
March 5, 2022

Hi, @Love11.

 

Let me help clarify things you need to know in adding and matching transactions in QuickBooks Online (QBO).

 

To add or easily categorize transactions depends on the given situation. In your case, if you have imported bills in QBO, then you can either match the bank feed transactions to categorize or exclude them. Otherwise, you'll have to click the Add button so they'll get recorded as a payment in the bank register.

 

I'm adding this article for the steps and insights: Categorize and match online bank transactions in QuickBooks Online. This contains screenshots and videos that will guide you to the processes.

 

Once all the bank feed entries are good to go, you can refer to this article: Reconcile an account in QuickBooks Online. It also includes a link on how to unreconcile transactions if you need to alter previous reconciliations.

 

As always, please place a comment if you have additional questions about managing bank feeds. I'm always here to help you out. Stay safe and well!

Love11Author
March 5, 2022

Thanks for reaching out. I think I have to go back and reconcile checking account from 1/1/21. I've gone through the QB video - but wondering if I can reconcile each month, putting in a beginning and ending balance?

 

Angelyn_T
Angelyn_TModerator
Moderator
March 5, 2022

I appreciate you for getting back, @Love11. I'm here to share with you some insights about redoing past reconciliations in QuickBooks Online (QBO).

 

Once you decide to undo your reconciliations, yes, you can do it each month, and enter the beginning and ending balance as usual. To edit each transaction manually to undo the reconciliation, follow these steps:

 

  1. Go back to the Gear icon at the top, then pick Chart of Accounts under Your Company column.
  2. Locate the appropriate account for the transaction and select View Register on the Action column.
  3. Identify the transaction to edit.
  4. In the reconcile status column (indicated by a checkmark), repeatedly click the top line of the transaction to change the status, then Save.
    • C - Cleared.
    • R - Reconciled.
    • Blank - Not cleared or reconciled.
  5. Do the same steps for other entries.

 

You can open these articles for additional resources: 

 

 

To ease the process, you can alternatively use the QBO Accountant version or invite an accountant to your QBO account and undo your older reconciliations for you.

 

If you have any other questions about your banking transactions or reconciliations, let me know by adding a comment below. I'm always here to help. Have a good one!

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