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Exclude a bank transaction using QuickBooks Online for mobile

If your list contains transactions you want to exclude from QuickBooks, such as non-business transactions or duplicates:

  1. From the main menu select Banking, then NEW TRANSACTIONS.
  2. Select the transaction to exclude then select the trash icon, then Exclude (iPhone/iPad) or CONFIRM (Android).

Tip! Use the list icon to get a better view of all connected accounts (it looks similar to the main menu icon).

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