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June 29, 2025
Question

How do unrecover an excluded transaction?

  • June 29, 2025
  • 1 reply
  • 5 views

I accidentally excluded a transaction and I can't find a way to recover it so that I can categorize the income. Any help would be appreciated.

1 reply

Level 10
June 29, 2025

You can recover your excluded transactions through the Excluded tab in the Bank transactions menu, jeffcarr57.

 

Excluded transactions will be moved to the Excluded tab on the Banking page. To revert them to the For Review tab and categorize them appropriately, you will need to undo the exclusion process. Here’s how to do that:

 

  1. Go to Transactions, then select Bank transactions.
  2. Choose the Excluded tab.
  3. Select the checkbox for the entry you've accidentally excluded.
  4. Click Undo, then Continue to confirm. 

 

Once your transactions are categorized, you might want to reconcile your accounts to ensure the accuracy of your financial data.

 

Elevate your QuickBooks experience by partnering with our QuickBooks Live Expert Assisted team. Our financial professionals are dedicated to streamlining your processes and providing personalized advice tailored to meet the unique needs of your business.

 

Don’t hesitate to leave a message below if you need further assistance with your bank transactions.