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rosebud-aesthetics
Level 1

It seems there is no way to find excluded transactions from the app. I accidentally categorized alot of things wrong! Is there a way to find this tab on the app?

 
1 Comment 1
MsNorthPND1881
QuickBooks Team

It seems there is no way to find excluded transactions from the app. I accidentally categorized alot of things wrong! Is there a way to find this tab on the app?

Yes, there is definitely a way undo the miscategorized transactions, rosebud-aesthetics.
 
To do that, you can go to the Posted tab and swipe the transaction to the left, then choose Undo. However, you’ll have to open QuickBooks using a web browser to undo an excluded one.
 
Here’s how:
 
  1. Go to My apps, then choose Accounting menu.
  2. Select Bank Transactions section, navigate to the Posted and Excluded tab.
  3. Locate the transaction you want to undo by searching and filtering by date.
  4. Check the box next to the transaction.
  5. Click Undo.
  6. The transaction will move back to the Pending tab.

 

For more details, you can check this article: Exclude a bank transaction you downloaded into QuickBooks Online.
 
If you have additional questions, feel free to leave a comment below.
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