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tcrowder5
Level 1

How do I get an excluded transaction back? Excluded by accident

Can you reverse an excluded transaction?

Solved
Best answer 2 weeks ago

Best Answers
LollyNino_C
QuickBooks Team

How do I get an excluded transaction back? Excluded by accident

You can easily restore excluded transactions by undoing them in the Excluded tab, @tcrowder5.

 

Here's how:

 

  1. Go to Transactions on the left-hand menu.
  2. Select Bank Transactions.
  3. Click on the Excluded tab.
  4. Check the box next to the transactions you want to restore.
  5. Click Undo.

 

 

Once you undo the exclusion, the transactions will move back to the For Review tab, where you can categorize and manage them as needed.

 

To maintain organized transactions and ensure accuracy, we recommend reconciling your account regularly. Check out this helpful resource: Reconcile an account in QuickBooks Online.

 

For personalized support to optimize your use of QuickBooks and improve your reporting, feel free to reach out to our Live Expert Assisted team. They’ll provide step-by-step guidance and ensure you have confidence in managing QuickBooks efficiently.

 

By following these steps, you can restore excluded transactions in QBO. If you experience any challenges or have further questions, don’t hesitate to reach out, we’re here to help.

View solution in original post

1 Comment 1
LollyNino_C
QuickBooks Team

How do I get an excluded transaction back? Excluded by accident

You can easily restore excluded transactions by undoing them in the Excluded tab, @tcrowder5.

 

Here's how:

 

  1. Go to Transactions on the left-hand menu.
  2. Select Bank Transactions.
  3. Click on the Excluded tab.
  4. Check the box next to the transactions you want to restore.
  5. Click Undo.

 

 

Once you undo the exclusion, the transactions will move back to the For Review tab, where you can categorize and manage them as needed.

 

To maintain organized transactions and ensure accuracy, we recommend reconciling your account regularly. Check out this helpful resource: Reconcile an account in QuickBooks Online.

 

For personalized support to optimize your use of QuickBooks and improve your reporting, feel free to reach out to our Live Expert Assisted team. They’ll provide step-by-step guidance and ensure you have confidence in managing QuickBooks efficiently.

 

By following these steps, you can restore excluded transactions in QBO. If you experience any challenges or have further questions, don’t hesitate to reach out, we’re here to help.

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