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Beachkeeper
Level 2

Removing items from Categorize section after Reconciled

Good morning ~ I am reconciling accounts for a company that had not reconciled since they opened in Jan 2019. They had pulled their bank feed so the items were in QB and had already been added/matched. I was able to reconcile through 8.31.20 but there are several items in the Categorize area that have been reconciled in the account. Is there a way to Delete them?
Thank you!

3 Comments 3
RaymondJayO
Moderator

Removing items from Categorize section after Reconciled

Good morning too, @Beachkeeper

 

Congratulations on completing the reconciliation from January 2019 through August 31, 2020.

 

Let's first undo the items from the Categorized section to move them to the For Review tab. This way, you can exclude them afterward. I'll guide you how. 

  1. Go to Banking from the left menu. 
  2. Select Categorized.
  3. Check the boxes beside the items. 
  4. Click Undo.
  5. Choose Continue
  6. Go to the For Review tab. 
  7. Check the boxes beside the duplicates. 
  8. Select Exclude.

 

The two screenshots below show you the steps. For more information, check out this article: Remove Bank Transactions

ExcludeItems1.PNG

 

ExcludeItems2.PNG

 

Once done, the transactions will display on the Excluded tab. They won’t appear on your account registers or reports in QuickBooks Online (QBO).

 

In case you want to permanently remove the items, select the boxes beside them, and click Delete. The screenshot below serves as your visual guide. 

PermanentlyDeleteItemsFromTheExcludedTab.PNG

 

Also, I recommend checking out our guide to help you efficiently manage your future reconciliations in QBO: Workflow

 

Click the Reply button below if you have other concerns. I'll gladly help. Keep safe. 

Beachkeeper
Level 2

Removing items from Categorize section after Reconciled

Thank you!  I am coming in to this late in the game & not sure exactly what the business owner has set up.  When I 'accept' or 'add' an item from the For Review list it goes to the Categorized list, but all transactions are there - even after the account is reconciled....   This does not make sense to me.

 
The only option in the Categorized section is to Undo, which puts back to For Review......
Nick_M
QuickBooks Team

Removing items from Categorize section after Reconciled

Hey Beachkeeper. 

 

Thanks for posting in the QuickBooks Community, because you aren't exactly sure how the business owner set everything up, I recommend reaching out to our support team. They will be able to look into your account with you and determine where the error is. They can screen share with you and find the problem in no time. To reach them, follow these steps:

  1. Sign in to your QuickBooks Online company.
  2. Go to Help (?).
  3. Select Contact Us.
  4. Enter your concern, then select Let's talk.
  5. Choose a way to connect with us:
    • Start a chat with a support expert.
    • Get a callback from the next available expert.

If you have any other questions, please, post here anytime. Thank you and have a nice evening. 

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