Welcome to the Community, Laddalove.
If the payment you've received is not a business transaction and should not be showing on your Profit and Loss and tax report, you can exclude it.
Here's how to exclude a downloaded bank transaction:
- Go to the Banking menu or Transactions menu, then select the Banking tab.
- Select the For Review tab.
- Select the checkbox of the transactions to exclude.
- Select Exclude.
The transaction moves to the Excluded tab of the Banking page. As always, check with your accountant or bookkeeper if you’re not sure how to handle a personal expense or any other type of transaction.
For your reference, you can also check on this article: Pay for personal expenses from a business credit card or bank account.
Feel free to message us back if you need further assistance. Have a great day!
