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Intuit

Exclude a bank transaction using the QuickBooks Online app

If your list contains transactions you want to exclude from QuickBooks, such as non-business transactions or duplicates:

Android

  1. From the Menu ☰, select Banking.
  2. Select NEW TRANSACTIONS.
  3. Select the transaction you want to exclude.
  4. Select the trash can icon.
  5. Select CONFIRM.

iOS

  1. From the Menu ☰, select Banking.
  2. Select NEW TRANSACTIONS.
  3. Select the transaction you want to exclude.
  4. Select the trash can icon.
  5. Select Exclude.

Tip! Use the list icon to get a better view of all connected accounts (it looks similar to the Menu ☰ icon).

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