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

How do I recover a transaction I accidentally excluded

 
1 Comment 1
JanbonN
QuickBooks Team

How do I recover a transaction I accidentally excluded

I'm here to help you recover the transaction you've excluded in QuickBooks Online (QBO), @longtrackventure.

 

When you exclude a transaction, it moves to a separate area to help keep your records organized. QBO lets you restore these transactions by undoing them in the Excluded tab.

 

Here's how:

 

  1. Go to Transactions and select Bank transactions.
  2. Choose the bank tile and click the Excluded tab.
  3. Locate the transaction and click Undo under the ACTION column.UndoBankTransaction.png

 

This will move the excluded transaction back to the For review tab.

 

Additionally, ensure to reconcile your accounts to keep them accurate and up-to-date.

 

Let us know if you have other concerns with your bank transaction in QBO. We're here to help you in any way we can.

Sign in for expert help
Ask questions, post replies & join our community of QuickBooks users.

Need to get in touch?

Contact us