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Exclude or delete transactions in QuickBooks Self-Employed

Learn how to remove transactions downloaded from your bank.

If you connect your bank and credit card accounts to online banking, QuickBooks Self-Employed automatically downloads your latest transactions for you. All you have to do is categorize them.

There are a few ways to remove transactions you don't need. You can exclude transactions downloaded from your bank. QuickBooks won't include excluded transactions as part of your tax calculations or financial reports. Or you can delete transactions you've added manually. Here's how to delete or exclude a transaction.

Exclude transactions

Exclude transactions downloaded from your bank. You keep a record of them, but QuickBooks basically ignores them.

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. Select the Exclude this transaction checkbox.
  4. Select Save.

On an iPhone or iPad (iOS) or Android phone or tablet

  1. Go to the Transactions menu. On Android, select the menu ☰ icon and then Transactions.
  2. Select the transaction you want to exclude.
  3. Select Exclude transaction.

Review excluded transactions

Excluded transactions move to the excluded transaction list. To see them:

  1. Sign in to QuickBooks Self-Employed in a web-browser.
  2. Go to the Transactions menu.
  3. Select the Type ▼ dropdown and then Excluded.

You can always include excluded transactions later if you change your mind:

On a web browser

  1. Go to the Transactions menu.
  2. Select the Type ▼ dropdown and then Excluded.
  3. Find the transaction you want to include.
  4. Select the Excluded link in the Type column. Then select Business, Personal, or Split.
  5. Select the link in the Category column to categorize the transaction.
  6. Select the Type ▼ dropdown again and then All to close the list.

On an iPhone or iPad (iOS) or Android phone or tablet

  1. Go to the Transactions menu. On Android, select the menu ☰ icon and then Transactions.
  2. Find and select the excluded transaction.
  3. Select Include transaction.

QuickBooks will now include the transaction as part of your tax calculations and financial reports.

Delete transactions

You can delete any transactions you've added manually.

Note: You can't delete transactions downloaded from your bank, but you can exclude them.

On a web browser

  1. Go to the Transactions menu.
  2. Find the transaction you want to delete and select it to expand the view.
  3. Select Delete.

On an iPhone or iPad (iOS) or Android phone or tablet

  1. Go to the Transactions menu. On Android, select the menu ☰ icon and then Transactions.
  2. Find and select the transaction you want to delete.
  3. Select Delete transaction.

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