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Bigman_Paul
Level 2

I have an issue which happens occasionally in that if I make an online payment with my debit card which is refused for some reason (often the card address not matching) then it shows in my banking app as a withdrawal and immediate refund, but when imported into QBO only the refund shows, so it looks like income.  Is there a way to either delete or cancel this transaction? What is the 'correct' way to deal with it? 

Solved
Best answer October 06, 2020

Accepted Solutions
GeorgiaC
QuickBooks Team

Hi Bigman_Paul, 

 

Thanks for your post, if the payment did not clear through your bank you can simply exclude the transaction from the bank feed in QuickBooks. 

 

To exclude, select the check-box to the left of the transaction in the For-Review tab and then scroll to the top of the page and select Batch actions > Exclude selected. 

 

This will move the transaction to the Excluded tab where you can delete this by selecting the check-box again and going to Batch actions > Delete selected. 

View solution in original post

1 REPLY 1
GeorgiaC
QuickBooks Team

Hi Bigman_Paul, 

 

Thanks for your post, if the payment did not clear through your bank you can simply exclude the transaction from the bank feed in QuickBooks. 

 

To exclude, select the check-box to the left of the transaction in the For-Review tab and then scroll to the top of the page and select Batch actions > Exclude selected. 

 

This will move the transaction to the Excluded tab where you can delete this by selecting the check-box again and going to Batch actions > Delete selected. 

View solution in original post