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LindaJB
Level 1

Can I clear uncoded transactions from the report from an account that is not connected to a bank feed and has be deleted? The transactions do not even belong in this file

some of the category/ref are not even in this file and never have been. The account is not and never has been connected to a bank feed. I do not recognise any of the transactions. Can Intuit remove them? There are probably 100 txns.
3 Comments 3
Intuit Zac
Content Creator

Can I clear uncoded transactions from the report from an account that is not connected to a bank feed and has be deleted? The transactions do not even belong in this file

Hi LindaJB, 

 

Thank you for reaching out on this. 

 

We actually don't have a way to delete any transactions in any QuickBooks Online subscriptions. Users would need to delete them one at a time. Being able to do this in QuickBooks Online is a great idea, and I would like to put this forward to our developers so I'd encourage you to send them your product suggestion. Here's how to send your product request:

  1. Click the Gear icon.
  2. Choose Feedback.
  3. Enter your request/product suggestion, then click Next.
  4. Click Skip and send message.
  5. Select Feedback as the Category.

Please update me if you need further assistance with QuickBooks. I'm here to help.

LindaJB
Level 1

Can I clear uncoded transactions from the report from an account that is not connected to a bank feed and has be deleted? The transactions do not even belong in this file

I can’t delete the transactions because they don’t exist.  They are in “uncoded” therefore they are not yet recorded in QBO. But they are on the uncoded transactions list, yet the account does not have a bank feed connected, so I cannot go to the bank feed and exclude.  so it is a mystery to me as to how they go there.

Catherine_B
QuickBooks Team

Can I clear uncoded transactions from the report from an account that is not connected to a bank feed and has be deleted? The transactions do not even belong in this file

Hello LindaJB,

 

I can share how uncoded transactions are being posted on your reports.

 

The Uncoded Transaction report will show you the transactions in the For Review tab of the Banking screen that has not yet been added or categorised to your books. If you had a bank feed with uncoded transactions that you disconnected in the past, it remains a record of those transactions on the report. 

 

An option I can provide is to manually import a CSV file with one transaction just to retrigger the bank account. Once imported, you can then exclude the uncoded transactions. 

 

Here's how to exclude after importing: 

 

  1. Go to the Banking or Transaction menu and then Banking.
  2. Select the bank and go to the For review tab.
  3. Check all the transactions to exclude. 
  4. Click Exclude

Reivew the Uncoded transactions report if you're still seeing transactions posted on the report. If you like, you can disconnect the account again. 

 

Let me know how this works. Take care and have a great day!