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carol147
Level 1

How do I find a transaction that was excluded? How to a make it included into my transactions again?

 
1 Comment 1
Dandie_A
QuickBooks Team

How do I find a transaction that was excluded? How to a make it included into my transactions again?

Hi there, Carol47. You can locate and restore the excluded transaction in the Bank Transactions section.

 

Here's how:

 

  1. Navigate to the Bank Transactions tab.
  2. Choose the bank or credit card account where the transaction belongs.
  3. Click the Excluded tab.
  4. In the Excluded tab, you’ll see all the transactions that were marked as excluded.

 

 

To re-include the transaction, here's how:

 

  1. Find the transaction you want to include.
  2. Select the checkbox next to the transaction.
  3. Click Undo to restore it.
  4. Once restored, the transaction will move back to the For Review tab.

 

 

To categorize the transactions, here's how:

 

  1. In the For Review tab, locate the restored transaction.
  2. Click Add to include the transaction in your books.

 

 

If you have any questions, feel free to reach out.

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