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Level 2

I am reconciling my account and it seems there was an update. What is the new process to exclude transactions? The check boxes are gone to remove transactions.

 
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Best answer June 15, 2020

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QuickBooks Team

I am reconciling my account and it seems there was an update. What is the new process to exclude transactions? The check boxes are gone to remove transactions.

Thanks for visiting the Community, @kilpopmedia. We don't receive any updates about the new process to exclude transactions. 

 

Mostly, when your default browser is full of temporary internet files and cookies, it can cause browser-related problems that can be fixed through clearing its cache. 

 

We can use a private or incognito window to identify this issue. Here's how: 

 

  1. Launch Google Chrome as your regular browser. 
  2. Press these keys together, CTRL+SHIFT+N.
  3. Log in to your QuickBooks account, and check to see if the checkboxes are now available. 

 

If it did, go back to the regular browser, then follow the steps to clear the cache. However, if the issue persists, try using another supported, up-to-date browser

 

Just in case, here's an article with the step-by-step guide to exclude downloaded bank transactions. It also includes insights about excluding duplicate transactions from the reconciled account. 

 

Let me know if you have additional questions. I'll be looking forward to helping you more.

 

View solution in original post

2 Comments
Highlighted
QuickBooks Team

I am reconciling my account and it seems there was an update. What is the new process to exclude transactions? The check boxes are gone to remove transactions.

Thanks for visiting the Community, @kilpopmedia. We don't receive any updates about the new process to exclude transactions. 

 

Mostly, when your default browser is full of temporary internet files and cookies, it can cause browser-related problems that can be fixed through clearing its cache. 

 

We can use a private or incognito window to identify this issue. Here's how: 

 

  1. Launch Google Chrome as your regular browser. 
  2. Press these keys together, CTRL+SHIFT+N.
  3. Log in to your QuickBooks account, and check to see if the checkboxes are now available. 

 

If it did, go back to the regular browser, then follow the steps to clear the cache. However, if the issue persists, try using another supported, up-to-date browser

 

Just in case, here's an article with the step-by-step guide to exclude downloaded bank transactions. It also includes insights about excluding duplicate transactions from the reconciled account. 

 

Let me know if you have additional questions. I'll be looking forward to helping you more.

 

View solution in original post

Highlighted
Level 2

I am reconciling my account and it seems there was an update. What is the new process to exclude transactions? The check boxes are gone to remove transactions.

Thank you so much! I used another browser and it uploaded correctly. Thank you for your help!

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