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June 7, 2024
Question

Download checks and debit only

  • June 7, 2024
  • 1 reply
  • 0 views

How do I indicate that I do not want deposit transactions to download into my QB Essentials?  I only want to download the checks, debit card transactions and 

1 reply

June 7, 2024

Good day, sbsoli.

 

I will guide you through the process of excluding the deposited bank transactions in QuickBooks Online (QBO).

 

When you link your online bank to QuickBooks, transactions are automatically downloaded and categorized, saving you time updating your bank feeds. All you have to do is to review and approve them.

 

Here are the steps on how to exclude a download transaction:

 

  1. Log in to your QuickBooks Online
  2. Go to Transactions and then select Bank Transactions.
  3. Select the for Review tab.
  4. Select the checkbox of transactions to exclude.
  5. Choose Exclude.

 

Since you don't want the deposit transaction to flow into QuickBooks Online, you can also manually upload a transaction. Just click the link provided.

 

I will also include this article to provide you with a guide on excluding a bank transaction you downloaded into QuickBooks Online.

 

Now that your transactions are in QuickBooks, it's time to match and categorize them. They will go into your accounts after you review them.

 

Please let me know if you need any further assistance with managing your bank accounts in QuickBooks. Simply add them to this thread, and I'll be happy to assist you.