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123platinumservices
Level 1

I mistakenly excluded a transaction. And I want to undo the action But I can't find any way to do it Please help many thanks

I mistakenly excluded a transaction. And I want to undo the action But I can't find any way to do it Please help many thanks

1 REPLY 1
JanbonN
QuickBooks Team

I mistakenly excluded a transaction. And I want to undo the action But I can't find any way to do it Please help many thanks

Hello there, 123platinumservices. You can find and undo the transaction by going to the Excluded tab. I'm here to guide you through the process.

 

Please note that when a transaction is excluded, QuickBooks will prevent the bank from bringing it back into the bank feed. That said, it's important to periodically check this tab, especially if you notice a transaction that appears to be missing from the download.

 

Here's how:

 

  1. Go to Transactions and select Bank transactions.
  2. Click the Excluded tab.
  3. Navigate to the transaction and click Undo under the ACTION column.
  4. Doing this will move the transaction back to the For review tab.

 

Additionally, ensure to reconcile your accounts to keep them accurate and up-to-date.

 

Please return to this thread if you have other questions about your bank transactions in QBO, 123platinumservices. We're here to help you in any way we can.

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