Skip to main content

Get 50% OFF QuickBooks for 3 months*

Buy now
Switch to QuickBooks and 70% off for 3 Months

1 reply

Angelyn_T
Moderator
September 11, 2020

Hello there, @info-gracelandho.

 

I'm here to share with you how to undo the categorized items or transactions in QuickBooks Online.

 

You can undo categorized entry from the Categorized column on the Banking page. Here are the detailed steps:

 

  1. Open your QuickBooks Online account, then go to the Banking tab at the left pane.
  2. Select Banking, then look for your account.
  3. Click on the Categorized column.
  4. Choose the item/transaction, then tap on Undo under Action.

I've added this screenshot for your visual reference.

 

Also, you may read the topics from this link in case you need related resources while working with QuickBooks.

 

Post again if there's anything you need assistance with. I'm always here to help. Keep safe always!

October 3, 2020

I started using the Bank feed without reviewing how to do it. Now I have a bunch of transactions with UNDO listed under "action". Under what circumstances does this show up as the "action" and what exactly should I do?

 

November 15, 2023

I can share some information about the Banking tab, @REB46.

 

When you connect your online banking accounts in QuickBooks Online (QBO), it will automatically download all of your bank transactions from the last 90 days (or more) into the Bank Feed.

 

All these download transactions can be seen from the For Review tab. You’ll use this tab to review and add the transactions. This is where you either set a category, find a match, record it as transfer, or record it as credit card payment.

 

After reviewing your transactions and categorizing them to the appropriate accounts, they will display in the Categorized tab.

 

If you click the Undo button under the Actions column, the transaction will be moved back to the For Review tab. This is where you can edit the transaction or remove it from the account. 

 

If there are transactions that are not required in your account, you can click on the Exclude button. After that, you can now find them in the Excluded tab.  

 

Here’s everything that you need to know on how to use online banking, connect bank accounts, and review your bank feed in QuickBooks Online.

 

Know more of what you can do if you don’t see your recently downloaded bank transactions in QBO: What to do if bank transactions won’t download or there's a bank error

 

Let me know if there’s anything else that I can assist with about your bank transactions by leaving a comment below. I’m always here to assist. Have a wonderful day!


Under the Review tab, I  select all transactions that I want to change. If I go to the next page of transactions to select more transactions to change, the previous selections are de-selected. How is that helpful if you have 20 pages of transactions.