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July 26, 2026
Question

Why has my app changed from exclude accept To recatagorise or post? And some of it in dollars? Why mess with something that worked?

  • July 26, 2026
  • 1 reply
  • 5 views
How do I now exclude?

1 reply

QuickBooks Team
July 26, 2026

We understand that navigating to the new banking page/layout is confusing for someone who's already used the previous one. This update was designed to make your navigation clearer, faster, and much smoother.

 

To exclude a transaction in your QuickBooks Mobile app in the new layout, follow these steps:

 

For iOS:

 

  1. Tap the Menu and select Transactions.
  2. Choose the relevant bank account.
  3. Swipe left on the transaction you wish to exclude.
  4. Tap Exclude.

 

For Android:

 

  1. Tap the Menu and select Transactions.
  2. Choose the relevant bank account.
  3. Choose the transactions you wish to exclude.
  4. Tap the Prohibition icon to exclude in the upper right corner of your screen.

 

Regarding the dollar sign you noticed, do you have multi-currency turned on in your QBO settings, and is this bank account set to USD or GBP? This will help us determine and provide the specific resolution on why you’re seeing a dollar sign. 

 

If you need more help with QuickBooks, don't hesitate to reach out to us by leaving a Reply below.