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Nancy at ATI
Level 2

Can you view excluded transactions?

Have a client whose QBO is a mess. In trying to reconcile a CC account, there are several transactions missing from the register. They do not appear in Review, QB or Excluded. Is there a way to view the excluded transactions that the client may have done?

Solved
Best answer November 26, 2018

Best Answers
Ira_Get
Level 2

Can you view excluded transactions?

Hi Nancy,

 

If you have already gone to the Excluded tab then you have found the place they would be.  Excluded transactions can be left in the Excluded tab, restored to the For Review tab or they can be deleted completely.  If they have been deleted then they are gone and can't be brought back.  Reconciling the account and manually adding any missing transactions into QuickBooks would be the easiest way to get things cleaned up.

View solution in original post

3 Comments 3
Ira_Get
Level 2

Can you view excluded transactions?

Hi Nancy,

 

If you have already gone to the Excluded tab then you have found the place they would be.  Excluded transactions can be left in the Excluded tab, restored to the For Review tab or they can be deleted completely.  If they have been deleted then they are gone and can't be brought back.  Reconciling the account and manually adding any missing transactions into QuickBooks would be the easiest way to get things cleaned up.

View solution in original post

Elizabethmelinek
Level 1

Can you view excluded transactions?

Help! I cant find the excluded tab - I have excluded something by accident..

Steve_C
QuickBooks Team

Can you view excluded transactions?

Hey Elizabethmelinek. I want to get you back in business as quick as possible, so here's a quick screenshot of where the excluded tab is located from within the banking tab:

 

 

 

Let me know if there are any other questions, I would be happy to assist. 

 

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