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jtingen
Level 2

Categorized

On my version of QuickBooks online in banking there is an option to select called categorized. When I select that option I see a long list of transactions. To the right is an option to undo. What is all this about?

Solved
Best answer January 28, 2021

Best Answers
MariaSoledadG
QuickBooks Team

Categorized

Let me explain the difference between the transactions that you can see in the for review, categorized, and excluded tab, jtingen.

 

The transactions that you can see under the Categorized tab are those that are already being added and matched and are already in your bank register. The Undo button lets the transaction go back to the For Review tab wherein you previously did the add and match. 

 

While the For Review tab are those transactions that are downloaded and pending to be added or matched. Transactions under the Excluded tab are those that you want to exclude or delete so this won't be included as a categorized transaction. For more information, you can read this article for your guide: Categorize And Match Online Bank Transactions

 

You'll want to browse some of our helpful articles for your reference.

 

Reach out to us if you have questions about your bank transactions. We're here to help you in any way. Have a good day!

View solution in original post

1 Comment
MariaSoledadG
QuickBooks Team

Categorized

Let me explain the difference between the transactions that you can see in the for review, categorized, and excluded tab, jtingen.

 

The transactions that you can see under the Categorized tab are those that are already being added and matched and are already in your bank register. The Undo button lets the transaction go back to the For Review tab wherein you previously did the add and match. 

 

While the For Review tab are those transactions that are downloaded and pending to be added or matched. Transactions under the Excluded tab are those that you want to exclude or delete so this won't be included as a categorized transaction. For more information, you can read this article for your guide: Categorize And Match Online Bank Transactions

 

You'll want to browse some of our helpful articles for your reference.

 

Reach out to us if you have questions about your bank transactions. We're here to help you in any way. Have a good day!

View solution in original post

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