Let me help you determine if you must delete those entries downloaded in your bank, Accounting.
When you match bank transactions, QuickBooks will match the downloaded transaction with the ones you entered. On the other hand, you only add when QuickBooks won't find any matching transaction.
Excluding a transaction doesn't appear in any account registers or financial reports. And yes, you can exclude or delete if these are duplicate transactions added.
To exclude, follow the steps outlined below:
- Go to Transactions, then select Bank transactions.
- Select the For Review tab.
- Select the checkbox of the transactions to exclude.
- Click Exclude.
These move to the Excluded tab of the Banking page.
If you want to know how to exclude a transaction using your mobile phone, check out this article for more information: Exclude A Bank Transaction You Downloaded into QuickBooks Online.
Additionally, learn how QuickBooks suggests categories based on how you can categorize similar transactions. I've added this article for reference: Categorize Online Bank Transactions in QuickBooks Online.
You can always post your comments if you have any questions about your bank transactions. We're always one post away if you need further assistance.
