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Hello there, @orders17.
You can exclude or delete the duplicate transaction so they don't show in your For Review tab. I'll guide you through the process.
Then, you can already delete them. Here's how:
You can also see this link about categorizing your bank transactions in QBO for reference: Assign, categorize, edit, and add your downloaded banking transactions.
If you have any other questions or would like me to clarify anything else, let me know. I'm always glad to help in any way I can. Have a good day!
Hi Grace,
Thank you, however you misunderstood my question. See attached screenshot showing 6 records found.
I want to remove these records so that I can just click add new record instead of it finding 6 records every time.
Thanks for getting back to us, @orders17.
You'll have to mark the invoice paid so it will remove and will not show up in the banking page.
Here's how:
See this article for more detailed steps: Record an invoice payment.
Also, you can assign and categorize the downloaded transactions from your financial institution. For more information check out this article: Assign, categorize, edit, and add your downloaded banking transactions. It also provides additional information in managing transactions.
Please let me know if you need further help, I'm just here to lend a hand . Take good care.
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