cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Not applicable

I imported bank data from the last two years but I only wanted this year. Can I fix this?

 
1 Comment
QuickBooks Team

Re: I imported bank data from the last two years but I only wanted this year. Can I fix this?

You can exclude those transactions that you don't need, artisanlawncarel.

 

Here's how to do it:

  1. Click Banking.

  2. On the Banking page, click the For Review tab.

  3. Select the checkboxes of the transactions to exclude.
  4. From the Batch actions drop-down, choose Exclude Selected.

The lists of excluded transactions are found in the Excluded tab. You can also delete these transactions by going to Batch actions, and then clicking Delete.

 

Please refer to this article for details: How to exclude expenses from downloaded bank transactions.

 

I'll be around if you have more questions.