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Rubielyn_J
February 16, 2022

I'm here to ensure accurate info will show in the bank feeds section, @shorethingmkg.

 

If you connect your account with QuickBooks, the system pulls as many of your transactions as possible. The data that is downloaded depends entirely on your bank. 

 

If the downloaded transactions are incorrect, we can exclude and delete them. This way, it will no longer show on the banking page.

 

Here's how:

 

  1. Go to the Banking menu or Transactions menu.
  2. Choose the Banking tab.
  3. Click the For Review tab.
  4. Select the checkbox of the transactions to exclude.
  5. Choose Exclude Selected.

 

Once excluded, these transactions will show up in the Excluded tab, and that's where you can delete them:

 

  1. From the Excluded section, check the boxes of the transactions you want to delete.
  2. Go to the Batch Actions drop-down menu, and click Delete.
  3. Select Yes to confirm.

 

Now, you can start downloading your bank transactions directly from your bank's website. I also suggest reaching out to your bank to ensure it will download the correct info to QuickBooks. 

 

You may also review this page for the detailed steps on how to connect your account to QuickBooks: Add your bank and credit card accounts to QBO.

 

Once done, review downloaded bank and credit card data and put them in the correct accounts.

 

Keep me posted if you have additional questions about managing your banking info in QuickBooks. I'll be around to assist you always. Stay safe!