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July 5, 2022
Question

How do I deal with an unknown transaction?

  • July 5, 2022
  • 1 reply
  • 0 views
A mystery deduction has appeared in my account. How do I query or delete it?

1 reply

July 5, 2022

Hi tgreids-gmail-co Thanks for reaching out to us here on the Community. Is the transaction appearing on your bank statement as well or is it just in your QuickBooks account that the transaction is appearing and is the transaction appearing in the for review section of the banking page?

July 5, 2022

Quickbooks only. 

July 5, 2022

Hello Tgreids-gmail-co, thanks for that, so if you click on transactions> banking> tick the box next to the date on the transaction you don’t want> a black bar will appear at the top of the page if you click on exclude > this will remove the transaction out of the for review for you> then if you defiantly don’t want this transaction if you click on the exclude section next to categorised> again tick the box next to the date on the transaction and then click delete this will then totally remove it out of QuickBooks for you.