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jakofron-comcast
Level 2

I excluded a transaction. How to I find that transaction and undo the exclusion?

 
Solved
Best answer March 09, 2024

Best Answers
ChristineJoieR
QuickBooks Team

I excluded a transaction. How to I find that transaction and undo the exclusion?

Hello there, jakofron. I can provide details on how to undo the transaction that accidentally excluded from banking section in QuickBooks Online.

 

If you’ve excluded a transaction by mistake, don’t worry. You can easily fix it by following these steps:

 

  1. Go to Transactions and select Bank transactions.
  2. Select the Excluded tab.
  3. Look for the transaction you want to undo.
  4. Select Undo.

 

After following the steps above, the transaction will revert back to the For Review tab

 

For more guidance with categorizing transactions, refer to this page for your guide: Categorize online bank transactions.

 

Once done, reconcile them to help your book balance and track accurately. You may visit this article: Reconcile an account in QuickBooks Online.

 

By following these steps, you can undo the excluded transaction in QBO. If you encounter any issues or need further assistance, we are here to back you up. Take care.

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3 Comments 3
ChristineJoieR
QuickBooks Team

I excluded a transaction. How to I find that transaction and undo the exclusion?

Hello there, jakofron. I can provide details on how to undo the transaction that accidentally excluded from banking section in QuickBooks Online.

 

If you’ve excluded a transaction by mistake, don’t worry. You can easily fix it by following these steps:

 

  1. Go to Transactions and select Bank transactions.
  2. Select the Excluded tab.
  3. Look for the transaction you want to undo.
  4. Select Undo.

 

After following the steps above, the transaction will revert back to the For Review tab

 

For more guidance with categorizing transactions, refer to this page for your guide: Categorize online bank transactions.

 

Once done, reconcile them to help your book balance and track accurately. You may visit this article: Reconcile an account in QuickBooks Online.

 

By following these steps, you can undo the excluded transaction in QBO. If you encounter any issues or need further assistance, we are here to back you up. Take care.

jakofron-comcast
Level 2

I excluded a transaction. How to I find that transaction and undo the exclusion?

Thanks much!! 

Irene R
QuickBooks Team

I excluded a transaction. How to I find that transaction and undo the exclusion?

Hi there, Jakofron.
 

I'm glad to hear that my colleague, was able to assist in undoing the transaction that you've accidentally excluded from your banking section in your QuickBooks Online (QBO) account.
 

Don't hesitate to contact us if you need help managing your bank transactions or any QBO-related inquiries. I'll be here to assist you at any time.

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