How to undo categorized item

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!

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?

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!

Hi

I clicked 'undo' on 5 transactions which had been incorrectly classified. They now appear in the 'For Review' list, however when I try to re-classify them nothing happens? I get a blank screen with a small bank account summary on it, but the transaction remains in the 'For Review' list?

Please help.

Thanks, Lisa

Hey there, @Lisa P2. 

It's great to see you back in the Community. I hope your day is going well so far. 

You should be able to easily reclassify these transactions in the "For Review" section by double-clicking on the transaction. Don't worry. I can walk you through the steps. Here's how: 

1. Go to the Banking tab on the left-hand side. 
2. Choose the Banking portion at the top of the page. 
3. Press the "For Review" section. 
4. Double-click the transactions and edit what you need. 

If this doesn't work, then I recommend contacting our Customer Support Team. They'll be able to use a screen share with you to help resolve this issue. 

Let me know if this helps or if you requested a callback. Should you need any further assistance, don't hesitate to ask. I'll always be around to help. Take care!

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.

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?

Hello there, SSWAMY.

I recognize your effort in categorizing your bank transactions. I'll share insights that could help you with the categorization.

In QuickBooks Online, selecting multiple transactions and then moving to the next page will deselect the previously selected entries. Hence, you need to perform and repeat the process on each page. Also, utilizing a different tab is the only way to check the For review tab and your register together.

In addition, when categorizing transactions, QuickBooks will automatically suggest different categories. You can manually change and select another category by clicking on the entry.

A bank rule will also help you auto-categorize transactions, which QuickBooks will remember and apply to the upcoming transactions. Let me guide you on how.

1. Go to the Gear icon, then select Rules.
2. Select New rule.
3. Fill in all the necessary details.
4. You can automatically confirm transactions that match your conditions by toggling the Auto-confirm on or off.
5. When done, select Save.

For detailed information about the process above, please refer to this article: Set up bank rules to categorize online banking transactions in QuickBooks Online.

Meanwhile, if you want to prevent QuickBooks from suggesting categories, you can disable this feature by following the steps below:

1. On the Bank transactions page, select the For review tab.
2. Above the transaction list, click on the Gear icon.
3. Uncheck the Enable suggested categorization on the Transaction details field.

Moreover, I'm adding this resource to help you review your accounts in QuickBooks to ensure they match your bank and credit card statements: Reconcile an account in QuickBooks Online.

I'll be around if you need more help categorizing your bank transactions or with other related concerns in QuickBooks Online.