Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Connect with and learn from others in the QuickBooks Community.
Join nowSolved! Go to Solution.
Hello, jtingen.
I'm here to provide information about the "Categorized" section in the Banking page.
The "Categorized" section shows all of the categorized transactions from the bank feeds. These are the records you've already matched or added to your books.
The "Undo" button removes them from QuickBooks Online, then places them back to the For review section. The transactions there don't affect your books, only the ones under "Categorized."
If those transactions aren't meant to be added or was incorrectly categorized, you'll want to click the Undo button.
I see that my colleague has already posted the article for bank transactions. Just to reiterate, you can find out more details about handling them. I recommend reading it if you need help.
You can also check this article for an overview about the Bank Feeds feature: Connect bank and credit card accounts to QuickBooks Online.
Ready to reconcile your bank after categorizing or managing your transactions? Check out the workflow guide here: Reconcile an account in QuickBooks Online.
I'm willing to provide more information about other areas in QuickBooks. Just reply with the details below and I'll get back to you.
I am looking forward to getting help.
Hello, jtingen.
Let me explain and share some insight into what is categorize and how it works in QuickBooks Online.
In QuickBooks, once you connect your bank account, QuickBooks downloads your bank data automatically. That said, After you’ve downloaded transactions from your financial institution, you can assign and categorize them. Each downloaded transaction, QuickBooks analyzes all the information received from the bank and tries to give you the best possible suggestion for accepting the transaction.
To learn more about categorizing your transactions, you can read through this article: Categorize and match online bank transactions in QuickBooks Online.
Don't hesitate to leave a comment below or start a new thread if you have other QuickBooks related concerns. The Community team got your back. Stay safe!
And my version of QuickBooks online there is an option to select categorized. When I click that there is a long list of transactions and off to the right is and undo option. What is this?
In my version of QuickBooks online when I go into banking there is an option to select called categorized when I select that option there’s a long list of transactions to the right is an option to undo. What is all this about?
Hello, jtingen.
I'm here to provide information about the "Categorized" section in the Banking page.
The "Categorized" section shows all of the categorized transactions from the bank feeds. These are the records you've already matched or added to your books.
The "Undo" button removes them from QuickBooks Online, then places them back to the For review section. The transactions there don't affect your books, only the ones under "Categorized."
If those transactions aren't meant to be added or was incorrectly categorized, you'll want to click the Undo button.
I see that my colleague has already posted the article for bank transactions. Just to reiterate, you can find out more details about handling them. I recommend reading it if you need help.
You can also check this article for an overview about the Bank Feeds feature: Connect bank and credit card accounts to QuickBooks Online.
Ready to reconcile your bank after categorizing or managing your transactions? Check out the workflow guide here: Reconcile an account in QuickBooks Online.
I'm willing to provide more information about other areas in QuickBooks. Just reply with the details below and I'll get back to you.
This is the same answer you already gave in the beginning of this thread. I have the same problem. All of the 'categorized' items are from before I reconciled...i.e. January 23 is reconciled but my items are from November and December. How do I clear these off...I don't know whats wrong
Not to worry, PL4N. I'm here to help you sort things out with your reconciliation concerns.
To verify, have you reconciled your November and December transactions? If you do, then they will be included in the reconciliation. You can no longer remove them as it will affect your books. You'll want to run the reconciliation report to see the lists of cleared and which were left uncleared when you reconcile. Here's how:
If you haven't reconciled those items, unreconcile your January individually to proceed with reconciling November-December transactions. I'll guide you on how:
Here are articles you can read for additional reference:
That should do the trick. If you have other questions about banking or other issues, post them anytime. We are 24/7 open to assist.
So it is ok to have LOTS of entries in the Categorized tab of Banking? I have deleted all entries in Excluded without any harm to my financial statements. Can I delete the stuff in Categorized also?
Shari
Hi, Shari.
I'm here to answer your query with regard to deleting transactions on the Categorized tab.
The entries on the Categorized tab are the transactions you've added from your bank. Thus, it will reflect on the Chart of Accounts page. Deleting them may cause discrepancies in the bank account as they are already matched and accepted. On the other hand, the transactions on the Excluded tab may be a duplicate so removing them causes no harm to your financial statements.
If you want to delete the entries on the Categorized tab, you may use your bank statement as your reference to make sure they are not valid transactions. I also suggest reaching out to your accountant so they can guide you accordingly.
I've added this article as your guide in deleting downloaded transactions: Unmatch a downloaded transaction.
To ensure your accounts match your bank and credit card statements, you can reconcile the account. Here's an article as your guide: Reconcile an account in QuickBooks Online.
I'm always around if you have other concerns about deleting transactions.
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.