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Can you remove Items in bank review that are already posted to Accounts how do you remove them from bank review and not affect accounts or reconciliation?

 
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QuickBooks Team

Can you remove Items in bank review that are already posted to Accounts how do you remove them from bank review and not affect accounts or reconciliation?

Hello,

 

The bank feed is an extremely helpful tool in QuickBooks Online that's often used to help you complete your reconciliations. I know how important it is to be able to control which transactions are flowing through the bank feed. I'd be happy to explain the simple steps you can take in order to remove certain items from the bank feed. 

 

If you no longer wish to see certain transactions in your bank feed, you can Exclude them. Here's how to do that: 

 

1. Click the Banking tab on the left navigation menu.

2. Check off the box next to the transactions you'd like to remove.

3. Click Batch actions, and select Exclude Selected. 

 

This will remove unwanted transactions from your bank feed and place them in the "Excluded" section. 


I hope this helps. If you have any additional questions, please don't hesitate to reach out to our tech support team

 

Cheers.