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1 reply

Angelyn_T
Angelyn_TModerator
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!

R
REB46
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?

 

S
SSWAMY
November 15, 2023

Thanks for sharing this in the thread, SSWAMY. Let me share my knowledge and expertise to get you back to categorizing your transactions in Quickbooks Online.

 

To add the transactions from the For Review tab to the Categorize tab, you'll need to manually select and add them based on the page. By doing this, all the transactions you previously selected wouldn't deselected.

 

To do so, you can follow the steps below for your reference:

 

  1. Go to Transactions, then click Bank Transactions.
  2. In the For Review tab, select the transactions you want to categorize or click the box beside the DATE to select all transactions on the page.
  3. Select Accept.
  4. Follow the same steps for the next pages.

 

Once done, you can categorize them seamlessly to make your account accurate. 

 

Additionally, check this article for future reference to match and track your transactions: Reconcile an account in QuickBooks Online. 

 

Feel free to reach us if you need further assistance categorizing your transactions or any QuickBooks-related concerns. We are committed to assisting you to the best of our ability. We wish you a pleasant day!


This would not help much at all. I have 20 pages of transactions, some of which are mis-categorized by QB. These transactions are scattered across the 20 pages. I want to select these manually and set the correct category in one step. Right now I have to repeat that action page by page, because the simple act of pagination of transactions clears all previous selected checkboxes.

This is very clunky software, at least as far as categorization is concerned. For example, I want to review categorized transactions in the account register, even when I am still reviewing transactions for that account. Thus, I need to see the review window and the register window simultaneously. The only way, I was told by QB, is to login a second time in a new tab and then set up the required register. Is there a better way?

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