Thanks for following up with the Community, brittanyhyde.
Sometimes you may want to keep a downloaded transaction from going into your company expenses. In these instances, you can exclude it if necessary. Before excluding a downloaded transaction, be sure to confirm it's the appropriate thing to do for your accounting.
After a transaction's been excluded, it won't appear in any account registers or financial reports. Depending on the type of transaction, this may make it easier or harder for you to reconcile an account.
If it's a duplicate transaction of one you've already recorded in your books, you can proceed with excluding it if necessary.
Here's how:
- In the left navigation bar, go to Transactions, then Bank transactions.
- Access your For review tab.
- Choose which transaction(s) to exclude by ticking their checkboxes.
- Select Exclude.
If you accidentally exclude the wrong transaction, you can access your Excluded tab, pick which transactions you want to restore, and select Undo. This will send them back to your For review screen.
I've also included a detailed resource about working with bank transactions which may come in handy moving forward: Exclude a bank transaction you downloaded
Please don't hesitate to send a reply if there's any additional questions. Have a great Tuesday!
