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bectyler3231
Level 1

I need to delete all transactions for a month as i accidentally uploaded the wrong bank transactions via CSV upload

I've tried reversing by uploading the negative but it has made an awful mess of the accounts.
2 Comments 2
RogelioL
QuickBooks Team

I need to delete all transactions for a month as i accidentally uploaded the wrong bank transactions via CSV upload

Allow me to help you fix your bank transactions, @bectyler3231.

 

To fix this, we'll have to delete the transactions you've mistakenly uploaded:

  1. Go to Transactions, located at the left panel.
  2. Choose Bank Transactions.
  3. Click the correct QuickBooks Account you've selected when uploading your bank transactions.
  4. Use the Date Filter to select the specific month you want to delete.
  5. Check the box next to the Date column to select all transactions for that month.
  6. Click the Batch actions button, then choose Exclude.
  7. Go to the Excluded tab.
  8. Select the transactions again, click the Batch actions button, and then choose Delete.

 

If you need to delete transactions from your Chart of Accounts, you will need to delete them one at a time:

  1. Find the transactions.
  2. Open each transaction you want to delete.
  3. Choose Delete, then click Yes to confirm.

  

Moreover, you can check out this article to learn how to match your transactions: Match online bank transactions in QuickBooks Online.

 

Let me know if you have further concerns about managing your bank transactions. Keep safe.

Deity Alpha
Level 6

I need to delete all transactions for a month as i accidentally uploaded the wrong bank transactions via CSV upload

@bectyler3231 

You can use a deleter tool

https://get.transactionpro.com/qbo