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Nettynoo21
Level 2

Bank statements

Hi. I'm new to quick books and I've done something stupid. After linking my bank account I went to the bank page and deleted lots of items that were either to do with last year's books or that weren't really relevant to my business. I now know I should have entered them as uncategorized expenses and when I go to do my first reconciliation,  which will be May....it's not going to balance. How can i bring the bank statement back in its entirety and will I have to match everything all over again. Please help me. I'm in such a mess ! 

Solved
Best answer July 13, 2018

Accepted Solutions
JamesDuanT
Moderator

Bank statements

Thanks for getting back, Nettynoo21.

 

We can still get the excluded transactions since they're not totally removed from QuickBooks. Let me show you how:

 

1. Go to the Banking page and click the Excluded section.

2. From there, you can click Undo.

 

These transactions will be back to the For Review section where you can add or match them.

 

Let me know how this goes.

View solution in original post

6 REPLIES 6
JamesDuanT
Moderator

Bank statements

Hello Nettynoo21,

 

There are 3 ways to get your downloaded bank transactions back. You can:

You can try either of those and you should be able to add or match them to your register.

 

Feel free to let me know if you need anything.

Nettynoo21
Level 2

Bank statements

Hi 

Thanks for your reply. The bank account is already connected to quickbooks and I excluded items I thought were irrelevant. I've already matched hundreds of payments but need to bring back the items I excluded from the imported bank statement so I can put them as other expenses. 

JamesDuanT
Moderator

Bank statements

Thanks for getting back, Nettynoo21.

 

We can still get the excluded transactions since they're not totally removed from QuickBooks. Let me show you how:

 

1. Go to the Banking page and click the Excluded section.

2. From there, you can click Undo.

 

These transactions will be back to the For Review section where you can add or match them.

 

Let me know how this goes.

Nettynoo21
Level 2

Bank statements

This works! Perfect, thanks 

JamesDuanT
Moderator

Bank statements

I'm happy to help, Nettynoo21.

 

Feel free to get back to us if you need anything so we can help you further. Have a great day!

Jess W
Intuit

Bank statements

Hi, @Nettynoo21,

 

I hope you're well and the sun is shining wherever you are! Smiley Happy Also, I love your username for the QB Community!

 

I wanted to let you know that the U.K QB Community is much more than product help, it's also a place to seek guidance, gain inspiration and make connections. This all happens over on the Business Discussion boards too! Whether you're self-employed, own a small business or you're eager to learn something new, the Business Discussions offer a great opportunity! Have a browse of our additional pages using the links below and come over and comment. I would love to hear more about what you do! Share your business story with us! :)


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