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oswaldo_montoya
Level 1

Where do I find the transactions I recorded as "excluded"

 
1 Comment 1
TirzahC
QuickBooks Team

Where do I find the transactions I recorded as "excluded"

I can definitely help you, oswaldo_montoya.

 

QuickBooks Self Employed has an Exclude feature you can utilize the transactions. To accomplish the task, here are the steps you'll need to follow: 

 

  1. Sign in to QuickBooks Self-Employed in a web browser.
  2. Go to the Transactions menu.
  3. Select the Type ▼ dropdown and then Excluded.

 

All transactions will then be moved to the Excluded tab. If you want to delete them, you can just select them and choose the Delete button.

 

For more insights about the process, check out this article:  Exclude or delete transactions in QuickBooks Self-Employed  

 

You might also want to check out this article to learn more about categorizing transactions: Categorize and edit transactions in QuickBooks Self-Employed.

 

I'll be here to help if there are any additional questions. Enjoy the rest of your day!

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