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April 20, 2024
Question

How do I undo an excluded item on quickbooks online

  • April 20, 2024
  • 1 reply
  • 0 views
I excluded an item that needs to be accounted for in my bank transactions.  How do I find it and put it to the right account"

1 reply

JaeAnnC
April 21, 2024

Hello there, Mia. Let me provide the steps to undo an excluded bank transaction in QuickBooks Online (QBO) so you can categorize it to the appropriate account.

 

Since you accidentally excluded the wrong transaction, we can undo it to bring the entry back to the For Review tab and allow you to add it to the correct account.

 

To do that:

 

  1. Go to Transactions and click Bank Transactions.
  2. Select the bank account.
  3. Go to the Excluded tab.
  4. Locate the transaction and click Undo under the Action column.
  5. Once done, categorize it to the right account.

 

Don't forget to reconcile your bank accounts in QBO to ensure they match your bank statements.

 

Feel free to get in touch with us to ask for any clarifications about excluded bank transactions. The team is active 24/7 to lend a hand. Stay safe.