Excluded bank transactions continue reappearing

Hello, BusinessPerson5.

Thanks for contacting the Community with your question. I want to make sure you're able to remove the unwanted transaction from QuickBooks Online.

Excluding the transaction was the correct move. In this instance, since it keeps reappearing, I recommend also deleting the transaction in addition to excluding. This can be done in just a few steps. Here's how:

1. Hover over the Transactions tab in the left navigation menu and click Bank Transactions.

2. Make sure the correct account is selected at the top of the page and choose the Excluded tab.

3. Check the box for the transaction in question and then click the Delete button that appears.

Here's a screenshot of how this will look in your account:

Please give this a try and go back to check your downloaded transactions to make sure it's gone. If you continue to have any issues please don't hesitate to reach back out. I'll be here to lend a hand.

I've done this as well (deleting the prior excluded transactions) and it doesn't seem to have any effect - the erroneous transaction still appears when Updating the bank account.

Let me chime into this thread, Business. I'm here to help you stop downloading your transaction whenever you update your bank in QuickBooks Online (QBO).

Once you delete the excluded transaction in QuickBooks, the system will recognize the transaction as missing and attempt to download it again when you update your bank feeds. Therefore, it's advisable to leave the transaction in the Excluded tab without deleting it to prevent it from being re-downloaded automatically.

Additionally, I recommend you reconcile your bank accounts regularly to ensure they’re all balanced and accurate. You can browse through this article to guide you: Reconcile an account in QuickBooks Online.

Should you need additional assistance in managing your bank transactions, feel free to include them in the comments below.

I have let the excluded transactions (plural, as it's the same one over and over that builds up in the "Excluded" tab) sit untouched, as well.  I do reconcile regularly, which hasn't helped the problem.  

Any other solutions?  The issue persists.

I appreciate you getting back to the thread, @BusinessPerson5.

Let me share additional details about your concern with the excluded transactions that still emerge in QuickBooks Online (QBO).

In QuickBooks, once you've excluded a transaction, it shouldn't appear in account registers or financial reports. Since it still appears after you exclude the transactions, I suggest contacting your bank to check why it keeps showing up when you update the bank and check if they have ongoing issues.

Additionally, may I know the name of your bank so we can check if there's any reported issue with your case?

I'll be leaving these articles for future reference in managing your bank transactions and reconciling accounts in QuickBooks:

• Categorize online bank transactions in QuickBooks Online
• Reconcile an account in QuickBooks Online

Keep us posted if you have additional information or clarification about your bank transactions in QBO. I'm always here to assist you.

I have been having the same issue and this NEVER used to be the case...!

Something is obviously is not working properly within Quickbooks.

It clearly says when you delete them that you "won't be able to redownload them" but obviously this isn't the case.!

I have many instances where this occurs. For example a customer makes 4 payments for the one invoice due to the daily limit of their bank account. Ie....4 x payments of $5000 for a $20,000 invoice. Obviously l just enter it as a sales invoice for $20 and then exclude the 4 payments. Sometimes they come back...sometimes they don't. Soem accounts they disappear...some they don't. Some come back for a month or 2 some come back for 12+ months...!

This is definitely a bug and l would appreciate it if you could mark it as that. This isn't a bank issue as l deal with 4 different banks and the issue appears with all feeds.

Thanks

I can see how you want to stop excluded transactions from reappearing in your bank feeds, 1303256070. Allow me to add details regarding this matter for clarification.

Once you exclude bank transactions, QuickBooks Online will no longer bring them into your bank feeds. However, there are instances that these transactions will reappear in the For Review tab if you refresh your bank connection. These entries will not affect your reports as long as they remain uncategorized.

Moreover, I recommend reconciling your account to keep your account balanced and accurate. You can close your books after reconciling them to prevent unwanted changes to your past transactions.

I'm more than willing to help with any inquiries you have when managing your bank transactions in QuickBooks Online. Inform me by clicking the Reply button below or post in the Community forum again.