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Level 1

Where is the exclude transaction or garbage can in Android app for QBO?

All the help files say where to find it, but it is not there. All I have is a modify and confirm button at the bottom, and there is no menu that has exclude in it anywhere.

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Moderator

Where is the exclude transaction or garbage can in Android app for QBO?

Let's manage your bank transactions, Hockeyfreak.

We can easily exclude bank transactions using the QuickBooks Online mobile app. Here's how to do it:

  1. In the Home (Dashboard) page, click the three-horizontal menu in the bottom-right corner.
  2. Select Transactions and click Review transactions below the connect bank account.
  3. Click on the bank transaction you want to exclude.
  4. In the upper-right corner of the Transaction details page, click Exclude.
  5. Select CONFIRM.

Once you've excluded a bank transaction, we cannot undo it within the mobile app.

 

Currently, the Excluded section is not available when using the QuickBooks Online mobile app. To manage the excluded transactions, you'll have to use a mobile browser (desktop mode) or a computer browser.

 

From there, the Excluded section will be available. Then, you can already review the excluded transactions. You might need to undo the process if necessary: Unmatch downloaded bank transactions or move them to another account.

 

We'll take note of this feedback so we can improve the mobile app to suit your business needs.

 

Keep us posted if you need anything else regarding the bank transactions. 

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