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Exclude bank transactions in QuickBooks Solopreneur

by Intuit Updated 1 month ago

Learn how to exclude transactions, and how to undo an exclusion, in QuickBooks Solopreneur.

After you connect your bank and credit card accounts, QuickBooks Solopreneur can bring in your business and personal transactions. There may be times that you want to exclude a transaction from bookkeeping, we’ll show you how.

Note: Transactions can be excluded, but not deleted.

Exclude transactions

  1. Go to Transactions.
  2. Find the transaction you want to exclude, then select the Edit Image of the edit icon. icon.
  3. Select Exclude.

Undo a transaction exclusion

  1. Go to Transactions.
  2. Go to the table filter Customize icon. and select Show/hide icon. Show excluded.
  3. Find the excluded transaction, then select Undo exclude.
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