Exclude transactions from the bank feed in QuickBooks Online

You may be wondering why you would need to do this....well there are reasons.  Maybe you connected the wrong bank account to your QuickBooks Online Account.  Or you imported more transactions that you needed to because your new QBO account only started on January 1st?  Another reason could be that the feed brought in some transactions that do not belong on the account (yes, I have seen that happen).  Here is a short video on how to exclude and remove transactions on the bank feed page. 

If you would like to see more videos on bank feeds, please connect to my facebook page and post comments. 

Lynda Artesani

Lynda Artesani is the president of Artesani Accounting. Her firm specializes in working exclusively with the legal industry. She is passionate about helping her attorney clients migrate to modern cloud-based systems and become future-ready.​ ​ She is a Top 100 ProAdvisor, an alumni member of the Intuit Advisory Board and a member of the Intuit Trainer Writer Network. She also runs a Facebook group and a private group called The Accountant's Law Lab. It is a place where members can learn how to work with attorneys and law firms. Lynda lives in Southwest Florida. She is a registered yoga teacher and in her free time, you will find practicing yoga or walking on the beach.​