When you exclude transactions, those entries are only removed from the For Review tab and excluded from the calculation of totals, reports, and budgets in the financial software. However, the transactions remain for record-keeping purposes and are flagged as excluded, sg2goddard.

If you prefer to delete the entries totally, here's how to do it:

1. After you transfer the transaction to the Excluded tab.
2. Check mark those entries.
3. Then, click Delete.

Once done, please proceed to re-upload the file and ensure that the spreadsheet columns match the QuickBooks format. You can refer to this article for detailed guidance: Format CSV files in Excel to get bank transactions.

Please leave us a response if you have other questions or need further assistance.