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tstasny1
Level 1

I accidentally excluded a transaction

 
1 Comment 1
RCV
QuickBooks Team
QuickBooks Team

I accidentally excluded a transaction

Let me guide you on how to bring back the excluded transaction in your account, tstasny1.

 

No worries, it's easy to fix if you accidentally exclude the wrong transaction. Just Undo the transaction and it goes back to the For Review tab so you can decide what to do with it again. Let me show you how:

  1. Go to the Banking menu, then select the Banking tab.
  2. Select the Excluded tab.
  3. Place a checkmark on the transaction.
  4. Tick Exclude.under the Action column.

Then, you can categorize and match online bank transactions in QuickBooks Online (QBO). When you're ready to assess your business financials, just reconcile your bank account in QBO. Feel free to visit our Banking page fr more insights about managing your bank transactions.

 

I'd like to know how you get on after trying the steps, as I want to ensure this is resolved for you. Just reply to this post and I'll get back to you. Have a great day ahead. 

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