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I excluded a transaction. How to I find that transaction and undo the exclusion?
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ChristineJoieRAnswer
Mar 9, 2024 3:47 PM UTC
Hello there, jakofron. I can provide details on how to undo the transaction that accidentally excluded from banking section in QuickBooks Online.
If you’ve excluded a transaction by mistake, don’t worry. You can easily fix it by following these steps:
- Go to Transactions and select Bank transactions.
- Select the Excluded tab.
- Look for the transaction you want to undo.
- Select Undo.
After following the steps above, the transaction will revert back to the For Review tab.
For more guidance with categorizing transactions, refer to this page for your guide: Categorize online bank transactions.
Once done, reconcile them to help your book balance and track accurately. You may visit this article: Reconcile an account in QuickBooks Online.
By following these steps, you can undo the excluded transaction in QBO. If you encounter any issues or need further assistance, we are here to back you up. Take care.