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maags1950-gmail-
Level 1

I have allocated an amount to incorrect category can I reverse this transaction ,it has been reviewed.

I have allocated an amount to incorrect category, can I reverse this transaction ana allocate to prper account ,transaction has been reviewed,thank you .
1 Comment 1
AlexV
QuickBooks Team

I have allocated an amount to incorrect category can I reverse this transaction ,it has been reviewed.

Hello maags1950-gmail-!

 

You can undo and recategorise the reviewed and accepted downloaded transactions. Let me show you how to do it.

 

Please follow these steps:

  1. Select Banking from the Banking/Transactions menu.
  2. Click the affected bank or credit account and proceed to the Categorised tab.
  3. Find the transaction and click Undo.
  4. Go back to the For review tab. Recategorise the transaction, then Add it again.

 

Also, I added this article if you need help in balancing your accounts in QuickBooks Online: Reconcile an account in QuickBooks Online.

 

Post again here if you have additional concerns with your bank transactions. I'll be here!