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January 6, 2024
Question

CAN I DELETE DATA IMPORTED

  • January 6, 2024
  • 1 reply
  • 1 view
CAN I DELETE BANK TRANSACTION IMPORTED

1 reply

Level 5
January 6, 2024

Hello there, Jeanne. I'm here to show you how you can delete bank transactions imported into QuickBooks Online (QBO).


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

 

  1. Click the Banking menu.
  2. Go to the For Review tab and mark the items you want to delete.
  3. Click the Batch actions button and choose Exclude Selected.
  4. Once done, go to the Excluded tab and mark the transactions again.
  5. Click the Batch actions button, then choose Delete.

For 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.
 

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.

 

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