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C
countesscary
November 23, 2023
Question

Exclude transactions from bank feed (QB Desktop 2024)

  • November 23, 2023
  • 1 reply
  • 0 views

Hi~

How can I exclude a transaction?

My options are add one, add multiple, match or unmatch.

 

1 reply

J
JamesM4
November 23, 2023

Hi countesscary,

 

Thanks for connecting with us here. QuickBooks is a powerful program that helps you manage your work with peace of mind. I'll be happy to steer you in the right direction so you can get back to doing what you enjoy. 

 

In order to achieve the goal you've reached out about, I encourage you to check out this article here. The article provides the alternative options you can use that are similar to excluding bank transactions. You're more than welcome to ask other questions as you browse through the article. 

 

I'll be one message away in case you need additional assistance. Otherwise, I wish you a great rest of the week. 

C
countesscaryAuthor
November 23, 2023

Hi~

yes, I saw that article.

I do not have Accountant Edition, nor do I have an Accountant menu, even when logged in as Admin and single-user.

As mentioned, this is QB Desktop 2024.

 

What else can I try?

J
JamesM4
November 23, 2023

I'd like to help make sure you get the support you need in a timely manner and I recommend getting in touch with our support team so they can have a visual reference of your screen via a screenshare session. You can get in touch by dialing 1-833-317-2226. To find out more about our hours and other contact methods, please follow this link here: Intuit QuickBooks Desktop software support policies. Let me know how you make out. I'll be one message away in case you need anything else.

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