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Thanks for visiting the Community about your concern, paschott.
Let’s exclude the downloaded transaction to keep your records in order. I’ll help and show you the steps.
Here’s how:
- Tap the Banking menu on the left panel to choose the Banking option.
- Select the bank you’re working on from the drop-down.
- Navigate to the For review tab and tick the box for the entry you wish to remove.
- Then, press the Exclude button.
For more insights into this process, check out the following guide. It includes information on when to exclude an entry: Exclude a bank transaction you downloaded into QuickBooks Online.
Additionally, these resources contain tips on how to organize your downloaded entries. From there, you’ll find the reasons why the match may not have been recognized in QuickBooks.
Don’t hesitate to visit the Community again if you have additional questions or concerns. I’ll get back to answer them for you. Have a good one.
