Facing obstacles that disrupt your business operations can be incredibly challenging, JS12345. I'm here to help you enhance your financial record tracking and save time so everything operates more efficiently on your end.
We can Exclude or Delete duplicate payments in QuickBooks Online (QBO). Excluding a transaction means it won’t appear in your bank feeds again while deleting it causes QBO to mark it as missing and download it again. I recommend the option for the exclusion method in your For Review tab as a straightforward solution.
Here’s how you can do it:
- Navigate to the Transactions menu and select Bank Transactions.
- If the transaction is already categorized, click Undo under the Action column to revert it to the For Review tab.
- Next, go to the For Review tab, select the transaction, and click the Exclude button.
Once excluded, the transaction will move to the Excluded tab. If you need to undo the exclusion, navigate to the Excluded tab and click Undo.
After categorizing your transactions, you’ll be ready to reconcile your accounts, ensuring they align with your bank and credit card statements.
We'll be always here to guide you if you need help aside from removing transactions from your bank transaction. Just click the Reply button and we'll be there.
