Hi there, Pete.
I’ll help you with managing your bank transactions in QuickBooks Online (QBO).
Since the transaction went successfully, then you’re correct about excluding this in your bank feeds. Doing so will avoid messing up your accounts in QBO. In this, I’ll guide you further about excluding a bank transaction:
- Go to the Banking menu in the left panel and choose Banking.
- In the For Review tab, select the particular transaction you are referring to.
- Tap on the Exclude button.
- Go to the Excluded tab, and select the transactions again.
- Press the Delete button.
In addition, here’s an article you can refer to about categorizing and matching the following transactions. It will let you add them to the correct accounts in your Chart of Accounts (COA).
Once done, visit this other article to reconcile your account. Doing so will ensure that your accounts are balanced.
Feel free to lay down your concerns by tapping the Reply button. You can always count on me to help you about entering chargeback transactions in QBO. Have a good one!
