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info-gracelandho
Level 1

How to undo categorized item

 
5 Comments 5
Angelyn_T
QuickBooks Team

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!

REB46
Level 1

How to undo categorized item

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?

 

MaryJoyD
QuickBooks Team

How to undo categorized item

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.

 for review.JPG

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

categorized.JPG

 

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.  

excluded.JPG

 

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!

Lisa P2
Level 1

How to undo categorized item

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

Candice C
QuickBooks Team

How to undo categorized item

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!

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