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gstuart
Level 2

How can I use the Filter property to EXCLUDE one or more accounts from my P

 
3 Comments
MirriamM
Moderator

How can I use the Filter property to EXCLUDE one or more accounts from my P

Hi there, gstuart.

 

I love to help you with your issue about QuickBooks Online (QBO).

 

To ensure that I'm on the same page, can you add more details about the assistance you need? Any additional data would be greatly appreciated so I can provide you with the right information.

 

In the meantime, if you need some assistance with managing your account, you can visit our Community Help Articles hub.

 

Keep me posted so I can help you further. Take care always and have a great day.

gstuart
Level 2

How can I use the Filter property to EXCLUDE one or more accounts from my P

I don't know what else to tell you.  In the Customize dialog, I need to filter out one account from the report.  How do I do that?

LollyNino_C
QuickBooks Team

How can I use the Filter property to EXCLUDE one or more accounts from my P

Hello there, @gstuart.

 

 

Thank you for reaching out to us. I'm here to help you locate the exclude button in QuickBooks Online (QBO). 

 

Before you exclude a downloaded transaction, make sure to exclude the right transaction.

 

 

Here’s how to do it:

 

  1. Go to the Banking or Transactions menu on the left panel.
  2. Go to the Banking tab, click the account you want to use. 
  3. Tap the For Review tab.
  4. Check the box beside the transactions you want to exclude.

  5. Click the Batch actions drop-down, choose to Exclude Selected

  6. The items will be moved to the Excluded section.  

  7. From the Excluded tab, put a check in the box for the transaction you'd like to permanently delete. 

  8. Choose Batch actions, then Delete

  9. You'll be asked if you're sure. Click YES to confirm. 

You can undo transactions that were excluded incorrectly. 

 

Here’s an article for you to learn how to customize reports in QuickBooks Online. For future reference, see QuickBooks product or service

 

There you have it. Drop me a reply if you have any follow-up questions about excluding transactions. I'm always happy to help. 

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