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rosebud-aesthetics
Active Member

It seems there is no way to find excluded transactions from the app. I accidentally categorized alot of things wrong! Is there a way to find this tab on the app?

 
1 Comment 1
MsNorthPND1881
QuickBooks Team

It seems there is no way to find excluded transactions from the app. I accidentally categorized alot of things wrong! Is there a way to find this tab on the app?

You can undo transactions that have been categorized in the Posted tab, Rosebud-Aesthetics. Once categorized, they will no longer appear in the Excluded tab.

 

Follow these steps to undo a transaction:

 

  1. In the Bank Transactions section, navigate to the Posted tab.
  2. Locate the transaction you want to undo by searching and filtering by date.
  3. Check the box next to the transaction.
  4. Click Undo.
  5. The transaction will move back to the Pending tab.

 



If you don’t see the Undo button, try opening QuickBooks using a web browser.

If you have additional questions, feel free to leave a comment below.