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January 31, 2024
Question

Bank accounts downloaded accidentally that do not belong to my QBO company. How do I remove ???

  • January 31, 2024
  • 1 reply
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1 reply

January 31, 2024

I'll be glad to assist you in removing the transaction that doesn't belong in QuickBooks Online (QBO), blueribbon.

 

Transactions can be caused by the downloaded one coming from your bank, as they are automatically recorded in QBO. Here's how to exclude them:

 

  1. Sign in to QuickBooks Online.
  2. Go to Transactions, then select Bank Transactions.
  3. Click the For Review tab, and place a checkmark on the transactions.
  4. Select Exclude.

 

Additionally, we encourage you to reconcile your accounts in QBO regularly. This helps monitor your income and expense transactions and detect possible errors accordingly.

 

I'm all ears if you have other banking concerns or questions about managing transactions in QBO. You can drop a comment below, and I'll gladly help.