I'll clear things up for you, @HeathRaftery.
If you've any duplicate transactions recorded in your QuickBooks Online (QBO) account, excluding them is the best fix for it. This helps ensure your accounts stay accurate and steer you away from any confusion.
You can refer to this link for more details about the process: Exclude a bank transaction you downloaded into QuickBooks Online.
In regards to excluding your transactions, yes, excluding any of your split expenses means only a part of it gets recorded. If there are no duplicates recorded in your account, you can leave it as it is.
Furthermore, I've got you these steps that can guide you in categorizing your transactions:
- Go to the Banking or Transactions menu.
- Select the tile for the account you want to review.
- Click the For Review tab, and start your reviewing your transactions.
- Then Add or Match your bank transactions.
You can check out this article for reference: Categorize and match online bank transactions in QuickBooks Online.
Additionally, you can work with your accountant for guidance and to ensure the accuracy of your accounts. Once you're all set, you might want to utilize this link for reference in matching your accounts flawlessly: Reconcile an account in QuickBooks Online.
In case you have any other concerns or questions about managing your transactions, you're always welcome to add them in your reply. I'll be here to help you anytime. Keep safe and have a good one!
