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Exclude bank transactions in QuickBooks Solopreneur

by Intuit • Image Alt Text 32 •
Image Alt Text Updated 8/5/2026 04:33

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

icon of an agentIf you need help with transactions, you can partner with a dedicated bookkeeping expert to feel more confident. Find out more about QuickBooks Live.

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 All apps A bunch of numbers and letters on a tile wall., then Accounting, then Bank transactions (Take me there).

  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 All apps A bunch of numbers and letters on a tile wall., then Accounting, then Bank transactions (Take me there).

  2. Go to the table filter Customize icon. and select Show/hide icon. Show excluded.

  3. Find the excluded transaction, then select Undo exclude.

QuickBooks Solopreneur

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