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Connect with and learn from others in the QuickBooks Community.
Join nowHi bstutzman,
You'll want to make sure that all transactions included in your reconciliation are those that are present in your bank statement. Let me provide you some information and help you correctly reconcile your transactions.
You can exclude and delete transactions you're unable to find in your statement. Here's an article for the detailed steps: Exclude Expenses From Downloaded Bank Transactions.
For future reference, please see these articles for your guide:
Please touch base with us if you need further assistance. We are always to help.
Hi Maria,
I am able to reconcile my account, that is not what I am asking for.
This is preemptive so I won't have duplicate items in the register when it is time to reconcile or double my work with the input of transactions that have already been recorded.
Hi @bstutzman,
The transactions in the "For Review" tab are the downloaded transactions from your bank. When you accepted these transactions, they will be moved to the "Reviewed" tab.
Since you already have transactions in your register, you'll want to exclude these transactions to avoid duplicate entry. Let me guide you how.
After that, these excluded transactions are listed in the Excluded tab for reference or review. Please refer to this article for more information: Exclude expenses from downloaded bank transactions.
I'm also sharing these awesome articles about bank and bank feeds for you reference.
Should you have other questions and concerns, please let me know. I'll be around for you. Thanks for jumping in today and have a great day ahead.
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