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November 2, 2023
Question

I've uploaded my October banking activity to the wrong bank account. How do I undo the postings to allow me to post to the correct account?

  • November 2, 2023
  • 1 reply
  • 0 views
... how do I de-link the monthly activity from the incorrect account before I start the process again?

1 reply

November 2, 2023

We need to exclude all your October banking activity in the For review tab to undo your postings from the incorrect account, DavidB3. You can then restart the uploading procedure and link your financial data to the right one. I'll guide you through the process below. 

 

We'll start excluding your transactions by following the steps below:

 

  1. Go to Transactions, then select Bank transactions.
  2. Choose the tile for the incorrect account you want to review.
  3. Go to the For Review tab.
  4. Select the checkboxes of the transactions to exclude.
  5. Click the Exclude option above.

 

Once you're done, reupload your October transactions to the correct account.

 

After completing the mentioned steps, remember to categorise your transactions and perform monthly reconciliations to ensure the accuracy of your accounts' records.

 

Please keep me posted if you have any additional importing and banking concerns or questions about managing transactions in QBO. I'll be right here to help.