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You've come to the right place, @zedder. With these instructions, you'll be a QuickBooks master in no time.
When you connect your bank to QuickBooks Online (QBO), it will automatically download recent transactions from your bank. If you haven't added or matched them yet in the For Review tab, here's how to exclude them:
- In the left navigation panel, select Banking.
- Choose the bank.
- Go to the For Review tab.
- Select the invoice payment and expense.
- Select Exclude.
On the other hand, if you've already accepted these transactions, you can undo the action in the Categorized tab. These entries go back to the For Review tab so you can decide what to do with them again. You can then exclude them from there.
Follow these steps:
- From the Banking page, select the bank.
- Go to the Categorized tab.
- Select the payment and expense.
- Click Undo, then Continue.
- In the For Review tab, select the transactions.
- Select Exclude.
Additionally, by following these steps, you can permanently delete excluded transactions from the banking center:
- Go to the Excluded tab.
- Tick the transactions.
- Select Delete.
Furthermore, here are some resources that'll guide you on how to manage your bank feeds:
Feel free to add a reply if you need further assistance with navigating QuickBooks tools. The Community will always have your back. Have a nice day, @zedder.
