Banking

Thanks for getting back to us, Greg.

Are you referring to the QuickBooks total balance in the Banking menu? If so, excluding all the transactions in the For Review tab won't affect the balance since they're not yet added to QuickBooks.

If they're already been added, you can either undo or delete them directly on the register.

To undo:

1. Go back to the Banking menu at the left pane.
2. Select the Banking tab.
3. Go to the Reviewed tab.
4. Put a checkmark in the duplicate transactions, then click Undo under Action.

Once done, they'll go back to the For Review tab.

To exclude:

1. Go to the For Review tab.

2. Put a check mark on the transactions you undo.

3. Click on the drop-down arrow next to Batch actions.

4. Pick Exclude Selected.

To delete them on the register, here's how:

1. Click the Gear icon at the upper right.
2. Pick Chart of Accounts under Your Company.
3. Select View register under Action.
4. Locate and click the duplicate transactions.
5. Choose Delete and hit Yes to confirm.

For additional information, consider checking out this article: Assign, categorize, edit, and add your downloaded banking transactions.

While the investigation (INV-32700) for this issue is still ongoing, rest assured that, that you'll receive an email notification once it's done with a resolution. I'll also update you in this post as well.

Please keep me posted if you have any additional issues or concerns. I'm more than happy to answer them. Take care always!