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Replying to:
ArielI
QuickBooks Team

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Hello, @dfelix60.

 

Allow me to share some information about what happens to the added and excluded bank transactions after merging bank accounts.

 

In QuickBooks, excluded transactions won't appear anymore after the bank account merging process. They won't also be included in tax calculations or financial reports. Added transactions, on the other hand, will be retained since they've been categorized.

 

For future help, if you want to learn how to reconcile your accounts so they always match your bank and credit card statements, feel free to read this article: Reconcile an account in QuickBooks Online.

 

If you have further questions about what will happen when you add or exclude bank transactions, don't hesitate to comment below. Take care!

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