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cmcgill
Level 1

Remove item from the Match Transactions screen

In the Match Transactions screen, I have downloaded transactions that will never ever match; for example, errors from previous fiscal periods. Is there a simple, simple, simple way to just remove them without actually fixing anything correctly? I'm not interested in understanding what I did wrong, which is probably a lot, or fixing things the proper way. I have transactions just sitting there from years ago, and I'm never going to fix them; I just want them to go away.

1 Comment 1
JamesDuanT
Moderator

Remove item from the Match Transactions screen

Online Banking helps you monitor your business income and expenses, cmcgill. Hence, you can add or match them to your transactions.

 

To remove the banking transactions you don't want to match, we can select Ignore. Remember that you cannot download these transactions again once you ignore them. Here's how:

  1. Go to the Bank Feed's Transactions List page or what you call Match Transactions screen.
  2. Mark all the banking transactions you want  to remove.
  3. Click the Batch Actions button at the bottom.
  4. Select Ignore.
  5. Select Yes to confirm the action.

It's also best to reconcile the accounts to keep your business data accurate.

 

Have a great day ahead!

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