How do I revise a transaction that I previously excluded? I realized now it actually is a relevant expense to my business, so I actually can expense it.

Hello tlucy-uablerta-c,

QuickBooks Online's banking feeds are a fantastic tool for downloading and sorting through transactions directly from your bank account to decide what's relevant to your books and what's not. Through adding, matching, and excluding, you can quickly take care of data entry. The good news is that each of these options comes with an undo button in case you need to make changes. I'll show you how it's done.

After excluding a transaction, it gets sorted to the Excluded tab on the banking feed. When you decide that you do need it after all, it's as easy as navigating to that tab and selecting Undo in the Action column. This will put the transaction back into the For Review section for your to do with what you need.

If you're not seeing the transaction in the Excluded tab, it could mean that you fully deleted it. In this case, there isn't a way to undo that. To make sure it gets entered into your books, you can use the +New button in the left menu and choose Expense to manually create it. If it's already in your books and you were simply hoping to match it to the existing expense, you can leave it be. The expense will still be there when you go to reconcile later, so you can just go through the process as normal.

Here are a few articles to help with the various things I've mentioned above.

• Categorize and match online bank transactions in QuickBooks Online

• Enter, edit, or delete expenses in QuickBooks Online

• Reconcile an account in QuickBooks Online

I hope this has been helpful! Don't hesitate if you have further questions.