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January 6, 2022
Question

I upgraded to online version and payments recorded but not deposited 20 years ago are showing up to be deposited. how do i get these off the page

  • January 6, 2022
  • 1 reply
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1 reply

MorganB
January 6, 2022

Good morning and welcome to the Community, fantsamoco.

 

I'd be glad to provide some info regarding old transactions in your QuickBooks Online account.

 

Typically the system will only bring in transactions that are 90 days old. However, if you're seeing items that are much older and no longer needed, you can easily exclude them. Here's how:

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

They're then moved to the Excluded tab and won't be added to your QuickBooks register. The following linked article provides additional info on this process: Categorize and match online bank transactions in QuickBooks Online

 

If you have any other questions or need further assistance please don't hesitate to reach back out. Take care!