Question

How to delete a bank transaction that was uploaded from bank account

Forum|Forum|6 years ago
September 26, 2019
16 replies
78 views

No text available

QuickBooks Online - International

R

Rea_M

Level 10

Hello there, info,

Let me show you how you can delete the transactions uploaded from your bank account.

You need to exclude the uploaded transaction first before you can delete it in the system.

To exclude, here's how:

Go to the Banking menu, then choose the Banking tab.
Scroll down to select the For Review tab.
Select the checkboxes of the transactions to exclude.
Click the Batch actions drop-down button, then choose Exclude Selected. (Please refer to the screenshot below)

Once done, it will transfer on the Excluded tab for your reference. From there, you can select the transaction by putting a check mark beside it, then select Delete on the Batch actions button. (Please refer to the screenshot below)

For the detailed steps and further information about excluding a transaction in QuickBooks, you can check out this article: How to Exclude Expenses from Downloaded Bank Transactions.

That'll keep you going, info. Should you have further banking concerns, let me know by leaving a comment below. I'm just around if you need help.

S

SMoideen

Hi there, I'd just like to know whether this method applies for all banks?

AlexV

Level 10

Hi SMoideen!

Thanks for joining us here. Let me assist you with the bank transactions.

Yes, QuickBooks Online allows you to remove the unwanted downloaded transactions by excluding them and it applies to all banks. You can follow these steps:

Go to the Banking or Transactions menu, then select the Banking tab.
Select the For Review tab.
Check the boxes of the transactions to exclude.
Tap Exclude.

Once done, they'll be moved to the Excluded tab of the Banking page.

I've added a link you can check. This will show you how to review and categorise the downloaded bank transactions: Categorise and match online bank transactions in QuickBooks Online.

Do you have other questions? Post them here and we'll help you. Thanks!

A

Angie Kosins

I have excluded and deleted transactions multiple times, however, every time bank feed updates the transactions keep coming back to my review tab. How can you fix this?

JenoP

QuickBooks Team

I'll help with your banking transactions, Angie.

Let's follow some troubleshooting steps to check if this is caused by a browser issue.

Start by switching to an incognito/private browsing session and log back in to your account. Follow these keyboard shortcuts to quickly open and incognito session:

Google Chrome Ctrl + Shift + N
Mozilla CTRL + SHIFT + P
Microsoft Edge CTRL+SHIFT+P
Safari Command-Shift-N

Once done, exclude or delete the transactions. Then, click the Update button in the upper-right hand corner to test if they would no longer go back in the For Review tab.

If they're not showing up anymore, clear your browser's cache and temporary internet files. Follow the steps in this article for additional details: How do I clear my browser cache and temporary Internet files?.

Keep us posted if you still need help with your banking transactions. The Community is always here for you.

A

Angie Kosins

Thanks for the suggestion - it did not work. But I was told there's an open investigation on this. Possibly FI related?? (It does not happen with the 2 different company credit cards, only my 2 bank accts which are the same institution.)

N

nysory73-gmail-c

[removed]

Rubielyn_J

Level 8

Hi there, Nysory73.

I understand that sometimes unexpected issues can arise with your QuickBooks, and I'm here to help you resolve them quickly and efficiently.

But before that, can you share more details about your concern? Any additional information and screenshots you can provide would be greatly appreciated. Our goal is to ensure that we offer you precise steps and accurate information to resolve this matter.

I'm also sharing this resource that covers some helpful articles to guide you in entering transactions, managing your reports, and handling payroll processes: QuickBooks Help article.

Your reply below with more information is highly valued. We eagerly await your response.

A

ABA 001092672 KEO BEN

[removed] ABA VISA Card 20000

K

Kurt_M

QuickBooks Team

Welcome to the Community space.

We want to ensure we're providing the needed resolution to help you get through your situation. That said, can you tell us more about your query? Are you trying to delete a transaction?

Please don't hesitate to let us know in the comment section so we can get back to you as soon as possible. Stay safe, and have a good one!

S

stevegvghv

To delete a bank transaction that was uploaded from your bank account, follow these steps:

Log in to your online banking account.
Navigate to the section where you can view your transactions.
Locate the transaction you want to delete.
Look for an option or button that allows you to delete or remove the transaction.
Follow the prompts or instructions provided to confirm the deletion.
Once confirmed, the transaction should be removed from your account.

If you can't find an option to delete the transaction, consider reaching out to your bank's customer support for assistance.

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