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Intuit

Exclude or delete transactions

You can exclude or delete any transactions you have if you don't need to see them.  This will stop QuickBooks Self-Employed from including any income or expense transactions from your tax year calculations in the Home or Expense screens.

Excluding is useful for duplicate transactions, reimbursements, returned purchases, and so on.

If you exclude a transaction by mistake, just tap Excluded in the Type column for options to undo.

Exclude a transaction

If you access QBSE through a web browser

  1. Open the transaction from the Transaction page.
  2. Check Exclude on.
  3. Select Save.

If you access QBSE through the mobile app

  1. Tap the transaction.
  2. Toggle Exclude on.

Delete a transaction

If you access QBSE through a web browser

  1. Open the transaction from the Transaction page.
  2. Select the transaction.
  3. Select Delete, then choose Yes to confirm.

If you access QBSE through the mobile app

  1. Tap the transaction.
  2. Tap Delete Transaction.
  3. Select Yes to confirm.

To get additional support or ask any other questions, please don't hesitate to contact us!

iOS: Tap the Cogwheel, then select Help & FAQ.Android: Tap the overflow menu, then select Support.

Note:
  • Transactions downloaded through a bank connection cannot be deleted, but they can be excluded.
  • When you contact support, the app will ask you if you want to attach an app log to the support email. This can help us identify any issues you're experiencing.

Need more help?

Select Question mark icon (Help) or Contact us.

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