To complete this exercise, you must be in the Sample company. From your QBOA account, click on the Gear icon on the top right corner of the screen, then select Sample company.

Note that you will be logged out of your current account. If you are sure, click "Continue" to confirm. 

Now let's get started with the exercise. This scenario is a perfect example of when you would need to use Exclude.

From the left navigation bar, hover over Transactions, then select "Bank transactions".

Since only last quarter was affected, let's narrow down the list to just those transactions.

Click "All dates" to open the filter, then in the Date field, click "All dates" to expand the dropdown. Click "Last quarter".

Click the "checkbox" at the top of the column to select all the transactions.

When the black bar appears, click "Exclude".

The transactions have now been removed from the list (and can be found in the "Excluded" tab). You will need to remove the "Last quarter" filter and change it to "All dates" to see the remaining transactions.

Click "Last quarter" to open the filter, then in the Date field, click "Last quarter". From the dropdown menu, click "All dates".

If you wanted to remove these transactions from Excluded, you can easily do so. Click the "Excluded" tab.

Click the top "checkbox" to select all transactions, then click "Undo" when the black bar appears.

A pop-up warning will appear. Since this is what we want to do, you can click "Continue".

These transactions are no longer excluded. 

Scroll to the bottom and you will see that these transactions are no longer excluded and are with the other transactions needing review.

Fastandeasyqbo

QuickBooks

QuickBooks is a widely-used accounting software developed by Intuit, designed to simplify financial management for businesses of all sizes. It provides a user-friendly platform for tasks like invoicing, expense tracking, payroll processing, and generating financial reports. QuickBooks automates many financial processes, making it easier for businesses to monitor their financial health, prepare taxes, and manage cash flow. With its various versions and integrations, QuickBooks caters to the needs of freelancers, small businesses, and larger enterprises, offering a flexible and comprehensive solution for efficient accounting and financial management.

app.qbo.intuit.com

fastandeasyqbo.com

Scenario: Recently, Craig connected his bank so that it would automatically send transactions to QBO for comparison. Before that, you were manually importing them.

When the bank feed was connected, it automatically sent over all the transactions for the last quarter--the ones you had already matched to QBO using the manual import.

How can you get rid of these duplicate transactions?

4.1 Exclude Bank Feed Transactions

🎥 Video