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Everything you need to know about banking in QuickBooks Online - Discover more
chichesterws
Level 1

I have set up direct feed from my bank account. the details are from a different account. how can I remove these details? has this happened to any one else?

it is a credit card account. the details are from a current account from a different Company.
1 REPLY 1
JanyRoseB
QuickBooks Team

I have set up direct feed from my bank account. the details are from a different account. how can I remove these details? has this happened to any one else?

Hello there, @chichesterws.

 

I'd be happy t o help guide you on how to remove the details from different company account in QuickBooks Online. 

 

In this case, you can exclude those transactions from a different account so you can download your latest bank transactions once you connect your account with QBO. 

 

To exclude downloaded bank transactions, here's how:

  1. From the left menu, select Banking.
  2. On the Banking page, select the For Review tab.
  3. Select the checkboxes of the transactions to exclude.
  4. From the Batch actions drop-down, choose Exclude Selected1.PNG

If you'd like to review the transactions you've excluded, you can select the Excluded tab for your reference. 

 

For additional reference, you can check this article on how to exclude expenses from downloaded bank transactions

 

Also, to learn more about the direct feeds feature, you can always visit these articles below: 

This will get you on the right track. Fill me in if you have any other questions about the bank feeds. I'll be here to keep helping. Wishing you and your business continued success. 

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