Excluding a bank transaction in QuickBooks does not actually delete it. The system only hides the item in a separate tab, so it does not affect your reports or balances.
Here's how to reinstate it:
1. Go to the Transactions menu and select Bank Transactions.
2. Select the specific bank or credit card tile at the top where the expense originally belonged.
3. Click the Excluded tab located right below the bank tiles.
4. Find the expense you accidentally excluded and click Undo in the Action column.
This will move the transaction back to your For Review tab. Once it is back in your active queue, you can finish the categorization to ensure your financial records stay accurate and up to date.
Please don't hesitate to leave us a response if you have other questions or concerns.
