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WHITEHORSE21
Level 1

LINKED BANK ACCOUNT

After linking your bank account how do you remove the 2020 transactions because we want to start just from 2021? Would I just select all 2020 transactions and exclude them?

Solved
Best answer February 22, 2021

Best Answers
MarsStephanieL
QuickBooks Team

LINKED BANK ACCOUNT

Hi there, @WHITEHORSE21.

 

Yes, you can exclude them and delete them if there are no transactions you need to reconcile from the year 2020. I'd be glad to show you how to do that:

 

  1. Go to the Transactions and select Banking.
  2. Click the For Review tab.
  3. Check the boxes beside the 2020 transactions.
  4. Select Exclude.
  5. Go to the Excluded tab and check those transactions you'd like to delete. This is how it looks like:

 

 

I've added this article for more details about the process: Exclude a bank transaction you downloaded into QuickBooks Online.

 

You may check out this article for future reference about assessing your business finances: Categorize and match online bank transactions in QuickBooks Online.

 

You're always welcome to tag my name in the comment section if you have other questions. I'd be glad to answer them. Enjoy the rest of your day!

View solution in original post

2 Comments 2
MarsStephanieL
QuickBooks Team

LINKED BANK ACCOUNT

Hi there, @WHITEHORSE21.

 

Yes, you can exclude them and delete them if there are no transactions you need to reconcile from the year 2020. I'd be glad to show you how to do that:

 

  1. Go to the Transactions and select Banking.
  2. Click the For Review tab.
  3. Check the boxes beside the 2020 transactions.
  4. Select Exclude.
  5. Go to the Excluded tab and check those transactions you'd like to delete. This is how it looks like:

 

 

I've added this article for more details about the process: Exclude a bank transaction you downloaded into QuickBooks Online.

 

You may check out this article for future reference about assessing your business finances: Categorize and match online bank transactions in QuickBooks Online.

 

You're always welcome to tag my name in the comment section if you have other questions. I'd be glad to answer them. Enjoy the rest of your day!

View solution in original post

WHITEHORSE21
Level 1

LINKED BANK ACCOUNT

Hi @MarsStephanieL . Thank you so much for the help and for answering my question! I really do appreciate it! Enjoy the rest of your day as well!

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