Hi there, cathydore. Let me share some additional information about excluding transactions.
In QuickBooks Online, you can exclude transactions you don't wish to include in your bank feeds. Before doing so, please know that the excluded transactions will not appear in your account registers or financial reports, which could make it easier or harder to reconcile your accounts depending on the type of transaction. If these transactions are automatically downloaded from your personal account, follow these steps to exclude them:
You may also refer to this article for more details about excluding transactions and Undo a mistakenly excluded transaction: Exclude a bank transaction you downloaded into QuickBooks Online.
If you need to transfer the sale/fee income transactions from your personal account to a new business account, you can exclude all the irrelevant transactions to avoid duplications. Then, you can download a CSV file of all your transactions and import only the required ones into the new business account. Here's how you can do it:
Furthermore, you may consider checking the CSV formats applicable to QuickBooks.
You can also set up bank rules to categorise your bank transactions in the program.
If you have any further questions or concerns about managing your transactions or any other QuickBooks-related queries, please don't hesitate to contact us. We are always available to help you navigate any next steps that may be needed, and we are just a click away. Have a good day!
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