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jenop2
QuickBooks Team

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I'd be glad to help correct the classification of your banking transactions, Jeff.

 

There's an option to Undo an assigned category or classification to a downloaded banking transaction. Let me show you how:

 

  1. Go to Transactions menu and select Banking.
  2. Proceed to the Categorized tab.
  3. Look for the transactions that you want to recategorize, then click Undo under the Action column. This will remove the assigned categories and will send them back to the For Review tab.

 

undo bank.PNG

 

Once done, go back to the For Review tab and assign the correct categories. 

 

Please note that you can only reassign an account or a category. At the moment, there's no option to change a type of transaction if they were downloaded as an expense. You'll need exclude and manually record them as a bank deposit.

 

Please see these articles for more details: 

 

 

Let me also share these articles for additional guidance when working with your banking transactions: 

 

 

Don't hesitate to let us know if that helped you correct the categories in your banking transactions. We're always here to help if you need anything else.

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