Old transactions are no longer categorised and give an error when trying to redo it, how do I resolve?

Old transactions can unexpectedly reappear in QuickBooks Online (QBO) due to data issues, incorrect account setups, or issues with bank feeds, including duplicate transactions or re-downloaded transactions, Ainsley. I'll start by asking a few clarifying questions to help pinpoint the problem and offer the most accurate solution.

Could you provide more details about where you noticed the uncategorised transactions? Which bank's transactions are you attempting to categorise? Also, could you please describe the specific error message you encountered?

If the transactions from 2023 appear on the Bank transactions page under For review, they can be duplicates that have already been accounted for in your QBO records. It’s important to be meticulous when recategorising such transactions, particularly if they originate from closed accounting periods, as this could impact your financial data.

To determine whether the transactions you're viewing are indeed duplicates, you can generate a financial report. Here’s how:

1. Navigate to the Reports. Then, select the Standard reports section.
2. Use the Type report name here dropdown to search for specific financial reports, or browse through the list.
3. Click on the desired report to open it.

Once you confirm that these transactions are already included in your financial records in QBO, you can safely exclude them from the Bank transactions page to maintain the accuracy of your data.

After completing this, make sure to reconcile the account to ensure it matches your bank and credit card statements. This will confirm that your accounts are balanced and accurate.

If you're referring to something else or have received a different error message, please feel free to return to this thread. We'll be here waiting for your response.