Hello. We used to use the automatic bank download system. We have now disabled it and are manually entering. How do i take the automatic balance off the dashboard?

Hello there, @leigh-purvis.

You can delete or exclude the downloaded transactions from your bank feeds in QuickBooks Online.

Here's how:

1. Go to the Banking menu.
2. Select the Banking tab, click the account you want to use.
3. Tap the For Review tab.
4. Mark the checkbox of the transactions you want to exclude.
5. From the Batch actions drop-down, choose Exclude Selected.
6. The items will be moved to the Excluded section.
7. From the Excluded tab, put a check in the box for the transaction you'd like to permanently delete.
8. Choose Batch actions, then Delete.
9. You'll be asked if you're sure. Click Yes to confirm.

Once done, these items are no longer reported as part of your business finances and will not appear in any associated account registers or reports.

You can read through these articles to learn more about managing your bank transactions:

• Bank transactions are duplicates, missing or wrong or bank balance not updating
• Exclude duplicates or personal expenses from downloaded bank transactions

Please know that you're always welcome to post if you have any other concerns. We're always here to help.