You can now exclude the other transaction waiting in the For Review section, Spencer. Let me show you how.
Before anything else, please know that I appreciate you getting back to us to clarify your concern and provide further information.
To proceed, let’s exclude the transaction waiting to be categorized, as you have already converted the other one as a transfer. Rest assured, this action will not impact your financial records since there are records in both accounts:
- Navigate to the Transactions tab, then select Bank Transactions.
- Choose the For Review tab.
- Tick the checkbox of the transactions to exclude.
- Click Exclude.
If you need to record a transfer between two accounts in the future, please refer to this article for detailed instructions: Transfer funds between accounts.
Additionally, you might want to utilize our bank rules to categorize your transactions automatically. You can also check out this article to learn how to find missing downloaded transactions: What to do if you can’t find downloaded transactions in QuickBooks Online.
Should you have any more questions about managing transactions or need further assistance with anything in QuickBooks, please feel free to reach out. The Community team will get back to you in no time.
