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L
lizztattoo-hotma
December 6, 2022
Question

Can you view your precious “excluded” items and change the category?

  • December 6, 2022
  • 1 reply
  • 0 views
I’ve previously excluded transactions that weren’t to do with my business and now my accountant needs to me to go through and move them to a different category. Is this possible?

1 reply

A
AileneA
December 6, 2022

You got me here, lizztattoo. 

 

I can definitely help you to locate the excluded transaction in QBO.  

 

The excluded transaction can be found under the Banking page and next to the Categorised tab. Once you locate the excluded transaction you can Undo it to restore the data which can be found under For review tab. From there, you can categorise the transaction.  

 

Please see the screenshots below for reference.  

 

 

 

 

 

 

 

 

 For more information, visit this article: Exclude a bank transaction you downloaded into QuickBooks Online. 

 

If you need anything else, don't hesitate to comment below. I'd be glad to assist you right away. Take care and keep safe.

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