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kathie5
Level 1

I had two items in QB that were not on my bank statement. I deleted them from the bank register. Do I now check them and hit exclude as they are showing up in QB

After I deleted from bank register, the two items show up in QB to be entered.  Do i check them and hit exclude so that they do not show up again.
3 Comments 3
Rea_M
Moderator

I had two items in QB that were not on my bank statement. I deleted them from the bank register. Do I now check them and hit exclude as they are showing up in QB

Hello there, @kathie5.

 

Yes, you can exclude the items that weren't on your bank statement so they won't show up again in your QuickBooks Online (QBO) account and keep your financial data accurate and updated.

 

When you exclude your transactions, they won't appear in any of your account registers or financial reports in QBO. To do this, here's how:

 

  1. Go to Bookkeeping, select Transactions, then select Banking or Bank transactions.
  2. Choose the tile for the account you want to review.
  3. Select the For Review tab.
  4. Click the checkboxes of the transactions to exclude.
  5. Select Exclude84.PNG

 

You can read this article to learn more about excluding transactions in QBO: Exclude a bank transaction you downloaded into QuickBooks Online.

 

Also, I encourage you to reconcile your accounts in QBO regularly (every month). This helps monitor your income and expense transactions and detect any possible errors accordingly. You may want to check out this article as your reference to guide you in doing or fixing a reconciliation: Learn the reconcile workflow in QuickBooks.

 

Let me know if you have other banking concerns or questions about managing transactions in QBO. I'm always ready to help. Take care, and have a great day, @kathie5.

kathie5
Level 1

I had two items in QB that were not on my bank statement. I deleted them from the bank register. Do I now check them and hit exclude as they are showing up in QB

Thank you so much.  It did help.  I tried to reply to the email, but got a message that it could not be delivered.  I hope this response is received.  I truly appreciate the help.

 

Kathie Carter

JamesAndrewM
Moderator

I had two items in QB that were not on my bank statement. I deleted them from the bank register. Do I now check them and hit exclude as they are showing up in QB

You're welcome, @kathie5.

We're glad to help you with your QuickBooks concern.

Know that the Community is always here to back you up. Have a great day ahead.

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