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January 25, 2021
Question

We have received a payment which was not for us and then transferred it to the correct recipient. How can we remove both transactions from our Banking list?

  • January 25, 2021
  • 1 reply
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1 reply

LieraMarie_A
January 25, 2021

You've come to the right place for excluding misrouted payments in QuickBooks Online, @philippe4.

 

If you haven't added or matched the payments yet from the For Review tab, here's how to delete them:

  1. In the left navigation panel, select Banking.
  2. Choose the bank.
  3. Go to the For Review tab.
  4. Select the payments you want to delete.
  5. Select Exclude.

 

After that, you have the option to permanently delete excluded transactions from the banking center.

 

Here's how:

  1. Go to the Excluded tab.
  2. Tick the transactions you want to remove.
  3. Select Delete.

These instructions are available from our guide on excluding a bank transaction you downloaded into QuickBooks Online.

Once done, it would be best to reconcile the bank account to ensure that the QBO bank balance agrees to the actual bank balance. See this article for the steps: Reconcile an account in QuickBooks Online

 

Don't hesitate to leave a comment below if you have other questions. I'm always here to help. Have a good one,