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Jim1954
Level 2

Banking Issue

I have made an owner deposit into my business bank account and have recorded this as a transfer after logging in to my account on my pc.

I now have the app asking me to review the transaction as business or personal.

As the transaction has already been recorded should I click the option exclude transaction?

Thanks in advance ☺ 

Solved
Best answer November 28, 2021

Accepted Solutions
KlentB
QuickBooks Team

Banking Issue

I'm here to help you in handling that transaction, Jim1954.

 

Since you've already recorded the transaction manually, you'll have to exclude the downloaded one to avoid duplicates. Feel free to follow the steps below.

 

On a web browser:

 

  1. Go to the Transactions menu.
  2. Find the transaction you want to exclude and select it to expand the view.
  3. Tick the Exclude this transaction checkbox.
  4. Select Save.

On an iOS or Android device:

 

  1. Go to the Transactions menu (iOS). Select the Menu icon, then choose Transactions (Android).
  2. Select the transaction you want to exclude.
  3. Tap Exclude transaction.

I've also included some resources that will help you in managing your bank transactions:

 

Don't hesitate to add a comment below if you have any other concerns or additional questions. I've got you covered.

View solution in original post

1 REPLY 1
KlentB
QuickBooks Team

Banking Issue

I'm here to help you in handling that transaction, Jim1954.

 

Since you've already recorded the transaction manually, you'll have to exclude the downloaded one to avoid duplicates. Feel free to follow the steps below.

 

On a web browser:

 

  1. Go to the Transactions menu.
  2. Find the transaction you want to exclude and select it to expand the view.
  3. Tick the Exclude this transaction checkbox.
  4. Select Save.

On an iOS or Android device:

 

  1. Go to the Transactions menu (iOS). Select the Menu icon, then choose Transactions (Android).
  2. Select the transaction you want to exclude.
  3. Tap Exclude transaction.

I've also included some resources that will help you in managing your bank transactions:

 

Don't hesitate to add a comment below if you have any other concerns or additional questions. I've got you covered.

View solution in original post

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