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Exclude bank transactions in QuickBooks Solopreneur
by Intuit•15• Updated 3 weeks ago
Learn how to exclude transactions, and how to undo an exclusion, in QuickBooks Solopreneur.
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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
- Go to Transactions.
- Find the transaction you want to exclude, then select the Edit
icon.
- Select Exclude.
Undo a transaction exclusion
- Go to Transactions.
- Go to the table filter
and select
Show excluded.
- Find the excluded transaction, then select Undo exclude.
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