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Exclude or delete transactions in QuickBooks Self-Employed

by Intuit•1• Updated 3 days ago

Learn how to remove transactions downloaded from your bank.

If you connect your bank and credit card accounts to online banking, QuickBooks Self-Employed automatically downloads your latest transactions for you. All you have to do is categorize them.

There are a few ways to remove transactions you don't need. You can exclude transactions downloaded from your bank. QuickBooks won't include excluded transactions as part of your tax calculations or financial reports. Or you can delete transactions you've added manually. Here's how to delete or exclude a transaction.

Exclude transactions

Exclude transactions downloaded from your bank. You'll still have a record of them, but QuickBooks basically ignores them.

On a web browser

On an iPhone or iPad (iOS) or Android phone or tablet

Review excluded transactions

Excluded transactions move to the excluded transaction list. To see them:

Include an excluded transaction

You can always include excluded transactions later if you change your mind:

On a web browser

On an iPhone or iPad (iOS) or Android phone or tablet

QuickBooks will now include the transaction as part of your tax calculations and financial reports.

Delete transactions

You can delete any transactions you've added manually.

Note: You can't delete transactions downloaded from your bank, but you can exclude them.