Accounting - Accounts & Transactions – Exclude

You can get to 

You can exclude a transaction from impacting your business' financials within Autobooks if it should not be accounted for; an example of this would be if there was a transfer between your business' checking and savings account, and Autobooks was now showing those transactions as income and expense to be categorized. 

You can exclude a transaction by taking the following steps:

  • Go to Accounting > Accounts > Transactions
  • From here, select the transaction that you would like to exclude
    • Doing this will bring up the right-hand side menu

Transactions_List_3_-_8.28.19.png

  • From this, select the "Exclude" option
    • This will bring up a confirmation option, where you can either confirm or deny this exclusion

Transactions_List_4_-Exclude_-_8.28.19.png

 

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.