cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Level 1

Is there a way to retrieve what we had previous setup? I mistakenly assigned as personal every transaction instead of just the unreviewed.

 
3 Comments
Highlighted
Level 14

Is there a way to retrieve what we had previous setup? I mistakenly assigned as personal every transaction instead of just the unreviewed.

In QuickBooks Self-Employed, select the Transactions menu.
Select Add transaction.
Enter the date, transaction description, and amount.
Select a category type to download from the drop-down menus.
Enter notes, browse, and upload a receipt.
Select Save.
Select the download icon to the right of ACTION for the CSV file.
Save it somewhere that's easy to find, like your Windows desktop.

 

If you have to open a new QBSE account, make sure to click the Buy button to get the discounted price for up to 6 months. If you purchase from the trial account, you have to pay the regular price.

https://quickbooks.grsm.io/US

https://quickbooks.grsm.io/us-promo

 

Highlighted
Level 1

Is there a way to retrieve what we had previous setup? I mistakenly assigned as personal every transaction instead of just the unreviewed.

unfortunately, that isn't helpful. I've mistakenly selected every transaction since the beginning of times and assigned them as personal, instead of just the unreviewed items. So everything from previous year has been select as personal instead of business. I'd like to see if there is a way to retrive that information without having to go through 2k transactions one by one to fix my error.

Highlighted
Moderator

Is there a way to retrieve what we had previous setup? I mistakenly assigned as personal every transaction instead of just the unreviewed.

Thanks for getting back to us, @jakemassincaud.

 

In QuickBooks Self-Employed (QBSE), once the transactions are already assigned or categorized, the option to return them to unreviewed is currently unavailable. However, you can exclude the incorrectly assigned ones and import them again as a workaround.

 

Here's how to exclude them:

 

  1. Go to the Transactions menu at the left pane.
  2. In the Type drop-down, choose Personal, then place a checkmark on boxes. 
  3. Hit the Exclude option at the top, then Apply

 

 

For more information, please refer to this article: Exclude or delete transactions.

 

Once done, you can now manually import them back to QBSE. Consider checking out this article for the detailed steps on how: Add older transactions to QuickBooks Self-Employed.

 

Please let me know if you have any other issues or concerns by clicking the Reply button below, and I'll get back to you as soon as possible. I'm always here to help. Have a good one!

Need to get in touch?

Contact us