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Thank you for the details, userilsa.
Uploading transactions from your bank into QuickBooks Online is one of the ways to record them. Let me guide you on how to exclude transactions to avoid duplicates.
Here's how:
If you accidentally exclude transactions, you can click the Excluded tab and select Undo.
Once your done adding new transactions, you can also start reconciling an account inside QuickBooks Online. This will help make sure that your accounts are accurate.
Here are some articles for more tips in managing bank transactions:
Reply below for any questions about banking. I'll be in touch. Have an awesome weekend!
Thank you for the details, userilsa.
Uploading transactions from your bank into QuickBooks Online is one of the ways to record them. Let me guide you on how to exclude transactions to avoid duplicates.
Here's how:
If you accidentally exclude transactions, you can click the Excluded tab and select Undo.
Once your done adding new transactions, you can also start reconciling an account inside QuickBooks Online. This will help make sure that your accounts are accurate.
Here are some articles for more tips in managing bank transactions:
Reply below for any questions about banking. I'll be in touch. Have an awesome weekend!
Thank you Archie! :-) ilsa
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