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info480
September 27, 2019
Question

How do I reverse transactions that I captured?

  • September 27, 2019
  • 1 reply
  • 0 views

I have uploaded financial information and the data was incorrectly captured.  I need to fix this.  How do I fix this?

1 reply

MariaSoledadG
MariaSoledadG
September 27, 2019

Hi info, 

I'm here to help you reverse your incorrect transactions.

You can exclude those bank transactions from the For Review tab.

Here's how:

  1. Click Banking on the left pane. 
  2. Select Banking.
  3. Click the For Review tab.
  4. Select the check boxes of the transactions to exclude.
  5. From the Batch actions drop-down, choose Exclude Selected.
Here's an article for more information: How to Exclude Expenses Frm Downloaded Bank Transactions.

Please let me know if you need anything else. I'm always here to help you.
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