I have a business Mettle account that automatically transfers 20% of sales into a savings pot, how do I exclude this from the transactions/expenses?

I appreciate your posting here in the Community, Fraeburn. Let me guide you on excluding a transaction from your For Review tab.

QuickBooks relies exclusively on transactions provided by your financial institution. If your bank is connected directly to QBO, follow these steps to exclude:

1. Go to the Banking menu, then select the Banking tab.
2. Select the For Review tab, then click the checkbox of the transactions to exclude.
3. Select Exclude.

However, if you're connected through an app, I suggest contacting their support for further assistance.

Also, click this link to learn how to reconcile your bank statement with QuickBooks.

Please don't hesitate to visit and post again if you have any follow-up questions or concerns. We're 24/7 available to assist you.