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lucas-alcazarpai
Level 1

My reports show excluded transactions and include their amounts. How do I permanently remove excluded transactions so that they don't effect my reports?

 
3 Comments 3
RenjolynC
QuickBooks Team

My reports show excluded transactions and include their amounts. How do I permanently remove excluded transactions so that they don't effect my reports?

Hello, lucas-alcazarpai.

 

I'll be happy to walk you through the steps on how you can delete the excluded transactions. Before doing so, please take note that the process is permanent. 

 

Here's how:

 

  1. On the left panel click Transactions > Banking > Excluded.
  2. Put a check mark on the transactions you want to delete.
  3. Click the Delete button.

Here's a sample screenshot for a visual reference:

 

I'm also adding this article to learn more about excluding transactions: Exclude a bank transaction you downloaded into QuickBooks Online.

 

Please, feel free to leave a reply if you need more help with your QuickBooks Online account. I'd be glad to help you anytime. Take care!

TOKtrace
Level 1

My reports show excluded transactions and include their amounts. How do I permanently remove excluded transactions so that they don't effect my reports?

How do I permanently remove a deleted an expense so it does not appear in reporting?

DivinaMercy_N
Moderator

My reports show excluded transactions and include their amounts. How do I permanently remove excluded transactions so that they don't effect my reports?

Thanks for joining this thread, @TOKtrace.

 

Deleting your expense permanently so it won't appear in your reporting is easy with QuickBooks Online (QBO). Follow along below to do this right away.

 

If the expense transaction has been downloaded from your account connected to online banking, you can refer to the steps outlined by my colleague, RenjolynC to permanently delete it.

 

If you enter the expense manually, here are the steps you can perform to remove it:

 

  1. Navigate to the Expenses menu.
  2. Then click the Expenses tab.
  3. Look for the expense transaction you want to delete.
  4. Click View/Edit dropdown in the Action column, then select Delete.
  5. Choose Yes to confirm the action.

 

Once deleted, it will no longer show up in your reports. For more information about the process, see this article: Enter and manage expenses in QuickBooks Online.

 

In case you want to recover the deleted expense, you'll have to recreate it. To ensure that you have the exact details of the transaction, you can use the Audit log for reference. 

 

Stay in touch with me if there's anything else I can help you with deleting expenses in QBO. I'm always right here to lend you a hand. Have a good one.