Hello there, @gstuart.
Thank you for reaching out to us. I'm here to help you locate the exclude button in QuickBooks Online (QBO).
Before you exclude a downloaded transaction, make sure to exclude the right transaction.
Here’s how to do it:
- Go to the Banking or Transactions menu on the left panel.
- Go to the Banking tab, click the account you want to use.
- Tap the For Review tab.
Check the box beside the transactions you want to exclude.
Click the Batch actions drop-down, choose to Exclude Selected.
The items will be moved to the Excluded section.
From the Excluded tab, put a check in the box for the transaction you'd like to permanently delete.
Choose Batch actions, then Delete.
You'll be asked if you're sure. Click YES to confirm.
You can undo transactions that were excluded incorrectly.
Here’s an article for you to learn how to customize reports in QuickBooks Online. For future reference, see QuickBooks product or service.
There you have it. Drop me a reply if you have any follow-up questions about excluding transactions. I'm always happy to help.
