Skip to main content
B
Boblai
June 21, 2022
Question

Category tab in bank feed of Quickbooks online

  • June 21, 2022
  • 1 reply
  • 0 views

The transactions in Category tabs of bank feed screen are already in the register. If I click the undo, this will send the transaction back to review and  it also removed correspondence transaction from the register. 

I am wondering when those items in the category goes away  (not back to review) but not removing the record in the register.

Would the items in category go away without removing the record in the register after bank reconciliation?

1 reply

M
MirriamM
June 22, 2022

Hi there, @Boblai.

 

I'm here to share information about the transactions under the Categorized tab on the Banking page on your QuickBooks Online account.

 

The transactions you see under the Categorized tab are the transactions added and matched that is already in your bank register. It serves as an indicator of the transactions from the bank feeds. And if you select the Undo button, it lets the transaction go back to the For Review tab wherein you previously did the add and match. 

 

To learn how to handle transactions from bank feeds, you can read this article for your guide: Categorize and match online bank transactions in QuickBooks Online.

 

For additional information about the best practices when reconciling, see this article: Reconcile Hub. 

 

Reach out to us if you have questions about your bank transactions. We're here to help you in any way. Have a good day!

Terms & ConditionsAccessibility statement