cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Deidre61
Level 1

I downloaded my chequing acct transac tions, but reconciled my bank statement manually. How do I remove the banking transactions that need to be reviewed?

 
1 Comment 1
AddieC
QuickBooks Team

I downloaded my chequing acct transac tions, but reconciled my bank statement manually. How do I remove the banking transactions that need to be reviewed?

Hello, 

 

I know how important the reconciliation process is for a small business owner. Making sure your books match your bank statement is the best way to stay organized. QuickBooks Online helps make the reconciliation process so much easier, by allowing you to upload your bank transactions through the Bank Feed. It's great that you're taking advantage of this feature.

 

While QuickBooks Online makes your reconciliation quick and simple, you may still prefer to reconcile your accounts manually. If that's the case and you'd like to remove the banking transactions from the Bank Feed, you can exclude them by following these steps:

 

1. Click the Banking tab on the left menu. 

2. Check off the boxes next to the transactions you want to remove. 

3. Select the Batch actions drop-down menu. 

4. Click Exclude selected.

 

That's all there is to it. I hope this helps get you back on the right track. If you need any further assistance with this, please don't hesitate to reach out to our tech support agents

 

Have a great day.

Need to get in touch?

Contact us