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Hello, Lbud1. If an excluded transaction isn’t updating your business turnover in QuickBooks Self-Employed (QBSE), it can be due to a syncing delay, an incorrect exclusion, or report settings.
First, go to the Transactions tab and open the Excluded section to confirm that the correct transaction has been excluded. If the wrong transaction was selected, you can undo the exclusion and reclassify it as needed. Once verified, refresh your browser or the report page to ensure the system reflects the latest changes, because sometimes it may take a few minutes for updates to appear due to automatic syncing delays.
Next, open your Profit and Loss report and make sure the date range covers the period for the excluded transaction. Transactions outside the selected date range won’t affect the turnover totals shown on the report.
You can also visit this article for detailed information: Review excluded transactions in QuickBooks Self-Employed.
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