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Buy nowI purchased qb today and connected my business bank account. I don't want to include previous years banking info in my qb. Is there a way to exclude previous years banking info?
Welcome to the Community, @Alycia.
I'd be glad to guide you with the steps on how to exclude bank transactions in QuickBooks Online (QBO).
Once a downloaded transaction is either accepted or excluded, QuickBooks will stop the bank from bringing the transaction into the bank feed again.
Follow these steps how:
For detailed steps, kindly visit: Exclude a bank transaction you downloaded into QuickBooks Online.
Moreover, I'll also share this article that can serve as your reference if you want to learn how to reconcile your accounts so they always match your bank and credit card statements: Reconcile an account in QuickBooks Online.
Feel free to leave a reply if you require further assistance with excluding transactions in QBO. The Community team always has your back. Have a good one!
You may also need a backup restore app to lower any risks before connecting bank feeds.
https://www.moneythumb.com/?ref=110
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