- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Payments
Thanks for adding details to your concern, @CTGenarda.
I'll help you handle your transactions from the Undeposited funds in QuickBooks Online.
Since those past transactions were added through your bank, we can utilize the reclassify transactions tool to batch edit them and move them into a different account. Please know that this feature is exclusive to QuickBooks Online Accountant and Advanced versions. However, you'll need guidance from your accountant to ensure the accuracy of your books. If you're not affiliated with one, you can utilize our accountant tool to look for one in your area.
Otherwise, we can manually Undo those categorized transactions from the Banking page. Here's how:
- Go to the Transactions menu, then choose Bank Transactions.
- From there, go to the Categorized tab.
- Filter the date to show those past transactions.
- Find those transactions and click Undo.
Once done, you can go back to the For Review tab, then put them into the right account.
Let me share with you this article for more insights about the account:
What’s the Undeposited Funds Account?
Moreover, I'd also like to give you these articles for additional guidance and reference about using the Undeposited Funds account in QBO:
You can always rely on us here in the QuickBooks Community for additional assistance in managing your customer payments and other transactions in QBO. I'll be right there to help you whenever you need it.