Exclude bank transactions in QuickBooks Sole Trader

Learn how to exclude transactions, and how to undo an exclusion, in QuickBooks Sole Trader.

After you connect your bank and credit card accounts, QuickBooks Sole Trader can bring in your business and personal transactions. There may be times that you want to exclude a transaction from bookkeeping, we’ll show you how.

Note: Transactions can be excluded, but not deleted.

Exclude transactions

1. Go to All apps , select Accounting, then select Bank transactions (Take me there).
2. Find the transaction you want to exclude, then select the Edit icon.
3. Select Exclude.

Undo a transaction exclusion

1. Go to All apps , select Accounting, then select Bank transactions (Take me there).
2. Go to the table filter and select Show excluded.
3. Find the excluded transaction, then select Undo exclude.