excluding downloaded transaction in qb DESKTOP 2020

Hello there, @ckrash. Let's work this out so you can get rid of the old transaction in your QuickBooks Desktop (QBDT) company file.

To remove the transaction, you'll want to go to Transaction List and then tick the box for the bank transaction that you'd like to exclude or get rid. I'll be glad to input the steps below so you can proceed. Here's how:

1. Access your QuickBooks Desktop company.
2. Go to Banking, and then select Bank Feeds.
3. Select the Bank Feeds Center, and then choose the Bank account.
4. Click the Transaction List to see the transactions.
5. Tick the box beside the transaction that you want to get rid.
6. In the Batch Actions button, select Ignore.

See this page for more information: Add and match Bank Feed transactions in QuickBooks Desktop.

A reminder, you'll have to switch to Advanced Banking mode to accomplish this. See this article for further guidelines about switching banking modes in QBDT: Switch between banking modes.

Additionally, I've got you this article to help you handle banking errors in QBDT: Fix OL and OLSU Bank Feeds errors in QuickBooks Desktop.

You can also check this page learn how to fix possible data issues within your QBDT company: Verify and Rebuild Data in QuickBooks Desktop.

@ckrash, don't hesitate to get back to me if you need further assistance managing downloaded transactions in QuickBooks. I'll make sure to respond right away to help you resolve your query. Take care, and have a nice day.

Hi KurtKyle,

Thanks for responding to my inquiry. I'm still a bit confused, however. When I am in the Bank Feeds Center there is no list of transactions (this transaction is also very old, as I stated earlier). So- there's no option to tick on a box next to it. I've attached a pic so you can see what I'm seeing. Are there any other options to take care of this?

Thank you for getting back to us and sharing a screenshot on your Bank Feeds center, @ckrash.

Based on the screenshot you've shared, you can view each of the messages from the Items Received section and look for the old transactions. Then, click the Delete button to remove them from your downloaded bank transactions.

You may need help managing your bank transactions in QuickBooks Desktop. This article will help you handle them: Add and match Bank Feed transactions in QuickBooks Desktop.

Feel free to post below if you have additional questions about this. I'll be around to provide further assistance.

Hi Mark_R

Thank you. The messages in the Items Received section do not contain any transactions- they are just communications about things like my user name. The only place where this transaction is visible is in my downloaded transactions  window after I press View in the Bank Feeds window. It's not possible to use the delete button in that window to delete the transaction. I'm still stuck. 

Oh my god- thank you so much!!! Finally!!! That was so easy and worked. :)

Thank you for updating us on this, @ckrash,

We're happy to hear that the steps mentioned above helped you solve the issue, we appreciate all of your efforts.

Please be aware that if you run into any additional QuickBooks concerns, you can always get in touch with us. Have a great day!

please guide me to download bank transaction into Quick books Desktop

BEGINNER!!!!!!!!!!!!

@stoomari 

Which QB Desktop year version?

Sure, stoomari. I'll walk you through the steps to download bank transactions in QuickBooks Desktop (QBDT). I'll provide the details below.

Before you download bank transactions in your QBDT account, ensure that you have already set up accounts for your Bank Feeds.

After setting up your accounts for bank feeds, you can start downloading your transactions from your banks.

Please note and keep in mind these things:

• Back up your QuickBooks company file before you start downloading.
• You can't download transactions into the same QuickBooks Desktop company file more than once. However, you can contact your bank to see if they can reopen the transactions so that QuickBooks can download them again.
• Web connect only works with .qbo files. Other types like QFX and QIF Quicken files won't work. There are a few third-party apps that can handle QIF available on the Intuit Marketplace.
• QuickBooks initially downloads the maximum transactions your bank allows, providing up to a year of historical data. However, most banks only support downloading 90 days of transactions.
• Some banks let you set a date range for downloads. This may be 30, 60, 90 days, or more depending on the financial institution.

There are two ways to download transactions into QBDT:

First, using the Direct Connect feature,

Here's how:

1. Go to Banking, then select Bank Feeds and Bank Feeds Center.
2. Choose the account you want to connect from the Bank Accounts list.
3. Click Download Transaction.
   
4. Click Synchronize. (If you want to download transactions for a specific account, select Sync this account, and if you want to download transactions for all your accounts at the same bank, select Sync all for this Bank.)
5. Enter your PIN or password in the Access to window to connect to your bank.
6. Click OK.

Alternatively, if your bank does not support Direct Connect, you can download transactions using the Web Connect feature. Download a file (.QBO) with your company's transactions from your bank or credit card. Then import that file into QuickBooks to add those transactions to your accounts.

Here are the steps to import/download transactions via Web Connect:

If you're using QuickBooks Desktop:

1. Navigate to the Banking menu.
2. Select Bank Feeds then select Banking Center.
3. Find your bank and click Download Transactions. This opens a browser window to your bank's website.
4. Sign in to your bank's website to download the Web Connect file.

If you're outside QuickBooks Desktop:

1. Open a web browser and go to your bank’s website.
2. Sign into your bank account.
3. Download your transactions as a QuickBooks Web Connect (.qbo) file. (Note: Each bank has a different method for downloading QuickBooks Web Connect files. If you're unsure how to do it, visit your bank's website and look for their instructions. If you can't find any, reach out to your bank for help. )
4. Once you have the Web Connect file, follow the steps to import it into QuickBooks Desktop.

After downloading your transactions, refer to this article for guidance on how to match those transactions to your bank feeds transactions: Add and match Bank Feed transactions in QuickBooks Desktop. Add and match Bank Feed transactions in QuickBooks Desktop.

You can always reach out if you have further questions about working with your bank transactions and financial data in QuickBooks. We're here to help.