Reports and accounting

Thanks for joining the thread, BInc.

The transactions that will download in QuickBooks will depend on the financial data shared from your bank. You can exclude the expenses showing as deposits on the For Review tab and manually enter the transactions.

Here's how:

1. On the left panel, click Banking.
2. Go to the Banking tab.
3. Choose an account.
4. Go to the For Review tab.
5. Put a check mark beside the transactions.
6. Click the drop-down arrow next to Batch actions.
7. Select Exclude Selected.

Please note that you're unable to edit the deposits from your bank showing on your Bank Feeds. In case you need some visual reference, I'm adding a screenshot on this:

If possible, I also recommend sharing the name of your financial institution to check if there are reported cases from other users.

Please don't hesitate to add any additional information or screenshots If you need further help on this. I'll keep an eye out on your response with your banking issue.