Exclude & Delete Bank Transactions in QBO
May 9, 2024 ⚊ 1 Min read ⚊ Views 40 ⚊ TECHNOLOGY
In QuickBooks Online, excluding or deleting bank transactions is a straightforward process. First, log in to your QuickBooks Online account and navigate to the “Banking” tab from the left-hand menu to access your bank transactions. Once you’ve located the transaction you want to manage, whether it’s to exclude or delete, simply select it by checking the box next to it. To exclude a transaction, click on the “Batch actions” dropdown menu and choose “Exclude Selected.” QuickBooks will then prompt you to confirm the exclusion; click “Yes” to proceed. Excluded transactions won’t be factored into your financial reports. If you need to delete a transaction instead, open the transaction by clicking on it, then select the “More” option represented by three dots, and choose “Delete.” Again, confirm the action by clicking “Yes” when prompted. Keep in mind that deleting a transaction removes it permanently from your records, so be sure you want to proceed before confirming.
