SUMMER SAVINGS 90% OFF QuickBooks for 3 months* Ends June 27

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.
cbb1979
Level 1

I want to exclude my personal bank transfers and put them in a separate category. The personal bank transfer are presently under EXPENSE and that's wrong.

 
1 Comment 1
JonpriL
Moderator

I want to exclude my personal bank transfers and put them in a separate category. The personal bank transfer are presently under EXPENSE and that's wrong.

Hi there @cbb1979,

 

You can exclude and categorize your bank transactions in batch. Let me show you how.

 

  1. Go to the Banking page.
  2. On the Bank and Credit Cards drop-down menu, choose your bank account.
  3. Put a check mark on the box of your transactions.
  4. Click Batch actions drop-down menu.
  5. Select Exclude Selected or Modify Selected.

I've found a couple of articles you can read to learn more about your bank transactions:

Let me know if you have any other questions. I'm always around here to help. (edited)

Need QuickBooks guidance?
Log in to access expert advice and community support instantly.

Need to get in touch?

Contact us