Can you view excluded transactions?

Nancy at ATI · ‎November 26, 2018

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?

Ira_Get · ‎November 26, 2018

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.

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Ira_Get · ‎November 26, 2018

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.

Elizabethmelinek · ‎April 02, 2020

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

Steve_C · ‎April 02, 2020

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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Can you view excluded transactions?