I need to uncategorize items in order to start over. How do I do this

drstewart512 · ‎November 26, 2023

My books are a mess. When I received direct deposit payments for invoices I also categorized them. i think this doubled the income. I know now to match the payments.

Clark_B · ‎November 26, 2023

Hi there, @drstewart512.

Thank you for reaching out to the Community. I'd be glad to help you fix your books in QuickBooks Online (QBO).

To begin, I recommend undoing the categorization of your direct deposit payments and matching the payments in QBO to prevent duplicates instead of categorizing the transactions.

In addition, I suggest reaching out to your accountant for additional guidance in uncategorizing items and before doing these steps.

Here are the steps on how to undo the categorized transactions and match them to avoid duplicates:

At the left navigation panel, select Transactions.
Go to Categorized and click Undo the direct deposit payments.
Go back to For review.
Look for the existing payments to match them and click Confirm.

You may also refer to this article to guide you in matching downloaded bank and credit transactions and to avoid duplicates: Match online bank transactions in QuickBooks Online.

For future reference, here's an article that could help you understand reconciliation better: Reconcile an account in QuickBooks Online.

Please let me know if you have further concerns about uncategorizing items or other QBO-related concerns. I’ll be right here with you

View solution in original post

Clark_B · ‎November 26, 2023

Hi there, @drstewart512.

Thank you for reaching out to the Community. I'd be glad to help you fix your books in QuickBooks Online (QBO).

To begin, I recommend undoing the categorization of your direct deposit payments and matching the payments in QBO to prevent duplicates instead of categorizing the transactions.

In addition, I suggest reaching out to your accountant for additional guidance in uncategorizing items and before doing these steps.

Here are the steps on how to undo the categorized transactions and match them to avoid duplicates:

At the left navigation panel, select Transactions.
Go to Categorized and click Undo the direct deposit payments.
Go back to For review.
Look for the existing payments to match them and click Confirm.

You may also refer to this article to guide you in matching downloaded bank and credit transactions and to avoid duplicates: Match online bank transactions in QuickBooks Online.

For future reference, here's an article that could help you understand reconciliation better: Reconcile an account in QuickBooks Online.

Please let me know if you have further concerns about uncategorizing items or other QBO-related concerns. I’ll be right here with you

drjoneschiro-yah

I can find the transactions, but I can't figure out where the categorized portion of them are in order to undo that.

LollyNino_C

QuickBooks recently redesigned the bank feed layout to resemble a standard bank statement. As a result, the Categorized tab has been renamed to Posted, and the For Review section is now Pending.

To view and undo those transactions, select the Posted tab right next to Pending at the top of your banking page. From there, you'll see your full list and can click Undo on the direct deposit payments.

Once everything is settled and you're ready to reconcile your account, check out this article for more guidance: Reconcile an account in QuickBooks Online.

The Community always welcomes you for further inquiries about categorizing your transactions in QuickBooks Online.

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I need to uncategorize items in order to start over. How do I do this