Skip to main content
February 9, 2023
Question

Hi, can I get more info regarding what is an excluded transaction?

  • February 9, 2023
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

Rubielyn_J
February 9, 2023

I'd be glad to provide further information about an excluded transactions in QuickBooks, @azura.

 

When you exclude a transaction, it doesn't appear in any account registers or financial reports. Depending on the type of transaction, this may make it easier or harder for you to reconcile an account.

 

You also exclude a transaction when a downloaded entry is a duplicate one you already recorded in your books.

 

For more information, you can also utilize this resource: Exclude a bank transaction you downloaded into QuickBooks Online. This also include steps on how to exclude or delete a transaction. 

 

Additionally, I'll be sharing these relevant articles you can use to help manage your transactions and account in QuickBooks: 

 

 

Feel free to leave a comment below if you have further questions about excluded transactions. I'm always willing to lend a helping hand. Stay safe!