cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Level 1

Is it possible to setup the banking connections to only automatically import withdrawal transactions and not deposits?

We just converted over to QBO from Desktop Pro and we have memorized transactions that we do each month to fill out the monthly gross deposit amount, collected tax revenue and state taxes paid. Up until now, we've been manually importing only the withdrawal transactions.
Solved
Best answer May 13, 2020

Best Answers
Highlighted
QuickBooks Team

Is it possible to setup the banking connections to only automatically import withdrawal transactions and not deposits?

Hi @thevaporvice,

 

You can exclude your deposits from the banking section so they won't be imported into your register. Let me guide you how.

 

  1. Go to Banking, then Banking at the top.
  2. Mark the box next to the deposit transactions.
  3. Click the Batch actions drop-down and choose Exclude selected.

Once done, these excluded transactions are listed under Excluded tab for reference or review. Please see this article for details: Exclude expenses from downloaded bank transactions.

 

You can also check our page about banking and bank feeds for more tips and recommendations for your future tasks.

 

Should you have other questions or concerns, please don't hesitate to reach out anytime. We're always here to lend a hand. Thanks for joining us and have a wonderful day ahead.

View solution in original post

3 Comments
Highlighted
QuickBooks Team

Is it possible to setup the banking connections to only automatically import withdrawal transactions and not deposits?

Hi @thevaporvice,

 

You can exclude your deposits from the banking section so they won't be imported into your register. Let me guide you how.

 

  1. Go to Banking, then Banking at the top.
  2. Mark the box next to the deposit transactions.
  3. Click the Batch actions drop-down and choose Exclude selected.

Once done, these excluded transactions are listed under Excluded tab for reference or review. Please see this article for details: Exclude expenses from downloaded bank transactions.

 

You can also check our page about banking and bank feeds for more tips and recommendations for your future tasks.

 

Should you have other questions or concerns, please don't hesitate to reach out anytime. We're always here to lend a hand. Thanks for joining us and have a wonderful day ahead.

View solution in original post

Highlighted
Level 1

Is it possible to setup the banking connections to only automatically import withdrawal transactions and not deposits?

Thank you!

Highlighted
QuickBooks Team

Is it possible to setup the banking connections to only automatically import withdrawal transactions and not deposits?

Hello, thevaporvice.
 

That's great news that the steps provided by my colleague were able to get your bank connections set up the way you wanted. If you ever have any questions about QuickBooks, the Community is always here to help. Don't hesitate to reach out anytime. Have yourself a wonderful day!

Need to get in touch?

Contact us