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December 4, 2021
Question

I have charges in Banking that have already been accounted for. How do I remove them from Banking without double dipping?

  • December 4, 2021
  • 1 reply
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I have charges in Banking that have already been accounted for. How do I remove them from Banking without double dipping?

1 reply

December 4, 2021

I'm here to help remove these charges, @matt-materazo!

 

You have the option to exclude transactions from banking to remove these charges that have been already accounted for. I'll show the steps on how to accomplish this.

 

  1. Go to Transactions.
  2. Select Banking.
  3. Choose your bank account.
  4. Under For Review, select all the charges in question.
  5. Click Exclude.

 

To add, here's an article you can read to learn more about excluding your bank transactions: Exclude a Bank Transaction you Downloaded into QuickBooks Online.

 

Once done, you may also delete your transactions from the Excluded tab if are no longer needed on your records. To do so, select all your excluded transactions and click Delete.

 

Lastly, I've also included this helpful article for the steps in case you need to start balancing your account register: How to Reconcile your Accounts so they Always Match your Bank and Credit Card Statements?

 

Get back to this thread if you need assistance with your banking transactions. I'll gladly help. Take care always!