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August 16, 2021
Question

How do I remove / hide previous financial years that are not categorised? I only wish to start with the current financial year.

  • August 16, 2021
  • 1 reply
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1 reply

KlentB
August 17, 2021

I can definitely help you with that, anthony56.

 

You can use the Exclude functionality to remove or hide the transactions you don't need. Here's how to do it on a web browser:

 

  1. Sign in to your QBSE account.
  2. Go to the Transactions menu.
  3. Find the uncategorized transaction you want to exclude and then select it to expand the view.
  4. Select the Exclude this transaction checkbox.
  5. Click Save.

Follow these steps to exclude the transactions on an iOS or Android device:

 

  1. On iOS, head to the Transactions menu.
  2. On Android, select the Menu icon and then select Transactions.
  3. Select the uncategorized transaction you want to exclude.
  4. Tap Exclude transaction.

I'm also adding these articles to help manage your business transactions in the QuickBooks Self-Employed:

 

You can always find me here if you have any other concerns or additional question. Have a great rest of the day.