Banking

Hey there, elingbookkeeping.

Yes, you can perform the same process for dual signatory accounts. However, if you need to filter the transactions from you and your client, this option is currently unavailable. As a workaround, you can exclude them.
 

To exclude them, here's how:

1. Click Banking in the left panel and select the transactions you'll need to exclude under the For Review tab.
2. Click the drop-down arrow beside Batch actions.
3. Hit Exclude Selected.
   

To learn more about this process, you can refer to this article: Remove duplicate transactions or personal expenses from bank feeds [Video].

Additionally, you can visit these recommended resources to know more about how to handle your downloaded transactions:

• Match and categorise bank transactions in QuickBooks Online.
• Assign, categorise, edit, and add your downloaded banking transactions.

You can always get back to me if you have any other QuickBooks concerns. I'd be happy to help.