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deepclean4life
Level 1

Quickbooks is asking me to categorize my bank transactions for 2019 for 2020. How do I fix this?

 
1 Comment
AlcaeusF
Moderator

Quickbooks is asking me to categorize my bank transactions for 2019 for 2020. How do I fix this?

Hi @deepclean4life,

 

Welcome to the Community. I can provide a helping hand with the downloaded bank transactions in QuickBooks Self-Employed.

 

When you link a bank account, your transactions download automatically. Some financial institutions can provide data as far as 2019.

 

If you no longer need these transactions, you can use the Exclude option. Here's how:

 

  1. On the left navigation bar, click Transactions.
  2. Put a checkmark on the transactions you want to exclude.
  3. Select Exclude

For more information, as well as how to perform the process using the QuickBooks mobile app, I recommend the following article: Exclude or delete transactions in QuickBooks Self-Employed.

 

Drop me a comment below if you have any other questions. I'll be happy to help you some more.

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