Payments
Keeping your records accurate can be achieved by removing the payments made for card xxxxxxx or retaining them, @sw1222. Allow me to share more insights and clarify this further.
You can remove these transactions if you don't want to record them in your QuickBooks file and show them in your financial reports. However, if these records are still part of the business, I suggest following @FishingForAnswers' advice to streamline your accounting records.
Here's how to remove transactions from your downloaded bank feeds:
- From your Bank transactions' For review tab, check the xxx1005 payment boxes.
- Once done, click Exclude.
- (Optional) Go to the Excluded tab and then click Delete.
To also ensure every decision is accurate, I suggest consulting your accountant for expert advice, especially for complex financial decisions.
You can reference this article for more details about reviewing categories assigned for bank entries that are automatically downloaded: Categorize online bank transactions in QuickBooks Online.
To learn more ways to remove transactions loaded into your bank register via bank feeds or ways to categorize them automatically, please check these articles for the complete guide:
- Unmatch downloaded bank transactions or move them to another account
- Set up bank rules to categorize online banking transactions in QuickBooks Online
Together with Community members joining in, we can make decisions and keep everything crystal clear. Please drop a response if you need more assistance recording or removing transactions in your QuickBooks file. Always remember the Community will be right here to help, sw1222.
