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upchurch
Level 1

Is there a way to undo an exclude transaction?

I accidentally clicked to exclude a transaction, but I don't want to do that

1 Comment 1
jenop2
QuickBooks Team

Is there a way to undo an exclude transaction?

Yes, you can undo the exclude action and bring the transaction back in the For review tab, upchurch.

 

Follow these steps on how you can do it:

 

  1. Go back to the Bank transactions section.
  2. Proceed to the Excluded tab.
  3. Look for the transaction, then click Undo under the Action column.

 

undo.png

 

After that, it will move back to the For Review tab so you can decide what to do with it again.

 

You can also use this article as a guide if you want to umatch or move it to another bank: Unmatch downloaded bank transactions or move them to another account.

 

Just in case you need more guidance when adding categories to your banking transactions, our QuickBooks Live Expert Assisted Team is always ready to help.

 

Please know that the entire Community is always here and willing to help if you have other questions for us.

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