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I'll help you batch-exclude the duplicate transactions, Joanne.
I have some helpful processes that can assist you in clearing out any double entries in your account. One effective way to address this issue is by mark-checking all the duplicate entries and excluding them instantly. I understand that this can be time-consuming, but I'm here to help you with the necessary steps to accomplish this task efficiently.
- Go to the Transactions menu.
- Locate the transactions you want to exclude and put checkmarks on them.
- Select the Exclude.
- Click Apply.
We can ensure that your account is back on track and free of any double entries that may be causing confusion or errors. For more comprehensive information, please refer to this article: Exclude or delete transactions in QuickBooks Self-Employed.
Additionally, to quickly categorise transactions, create rules for faster reviews. By creating rules, you can automate the process of categorising your transactions based on specific criteria, such as the transaction amount, the merchant, or the payment method used. This way, you can quickly identify and review your transactions without manually sorting through each one: Create bank rules to categorise banking transactions in QuickBooks Self-Employed.
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