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Replying to:
Erika_K
QuickBooks Team

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Hello, GKaras. 

 

If there are differences between your bank data and the uploaded bank transaction into QuickBooks Online (QBO), please note that QBO depends on the information shared by your financial institution. 

 

However, there is an option we can check to resolve the discrepancies. We can ensure it's the correct format before uploading it into QBO. 

 

Regarding your concern about removing those transactions, you can follow these steps to complete this action: 

 

  1. Go to the Bank transactions page. 
  2. Choose the For review tab. 
  3. Tick the Date checkbox, then click Exclude
    Slide1.PNG

 

I'll add this guide for additional info: Exclude a bank transaction you downloaded into QuickBooks Online.  

 

Moreover, if you accidentally excluded the wrong transaction, locate the Excluded tab and select the Undo option. Once everything is in place, we can match and categorize your bank transactions. This way, you can review your downloaded bank data. 

 

Don't hesitate to comment below if you have follow-up queries about removing your transactions in QBO. Keep safe! 

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