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rosebud-aesthetics
New 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?

Yes, you’re correct, Rosebud. The undo function when excluding bank transactions isn’t available in the app. I suggest opening QuickBooks using a web browser to undo transactions.
 
Follow these steps to undo a transaction:
 
  1. Go to the Accounting menu.
  2. In the Bank Transactions section, navigate to the Excluded tab.
  3. Locate the transaction you want to undo by searching and filtering by date.
  4. Check the box next to the transaction.
  5. Click Undo.
  6. The transaction will move back to the Pending tab.


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For more details, you can check this article: Exclude a bank transaction you downloaded into QuickBooks Online.
 
If you have additional questions, feel free to leave a comment below.