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February 3, 2024
Question

I need to remove a card from my transaction history- how do I do that?

  • February 3, 2024
  • 1 reply
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1 reply

February 3, 2024

Welcome to the Community forum. I see you want to remove a card from your transaction history in QuickBooks Online. I'll share information and guidelines to help you achieve this.

 

If you are referring to a transaction itself, you can exclude the transaction if they are on the banking page. You may follow these steps:

 

  1. Go to the For Review tab.
  2. Select the checkbox for each transaction you want to exclude.
  3. Click Exclude.

 

Or, if you are referring to disconnecting a bank account, these are the steps you can follow:

 

  1. Go to Banking and select the wrong account.
  2. Click the pencil icon to edit, then select Edit account info.
  3. Put a checkmark next to Disconnect this account on save in the Account window.
  4.  Save and close.

 

For detailed information, refer to these articles:

 

 

However, if you are referring to something else, I'd appreciate it if you could provide me with more details. I'll just be around to handle things for you.

 

I'm adding these articles you can use in the future:

 

 

Feel free to post here again if you have further QuickBooks-related concerns. We are available 24/7 to lend a hand with each of your queries. Stay safe!