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CDS404
Level 1

is any way i can delete some or all items received from financial institution

 
1 Comment 1
JamesM4
QuickBooks Team

is any way i can delete some or all items received from financial institution

Hello CDS404,

 

Sometime it's necessary to delete bank transactions and I'd be glad to show you how. QuickBooks is an easy-to-manage program that enables you to keep track of your income and expenses with ease. 

 

Here's how you can delete the transactions: 

 

1. Navigate to the Banking menu.
2. Click on the For Review tab.
3. Select the checkbox of the transactions to exclude.
4. Hit Exclude.

 

Excluding the transactions will remove them from your QuickBooks bank feed into the For Review page. From here you have the choice to permanently delete the transactions from the For Review page as well. I encourage you to try this and let me know how you make out. I'll be a message away in case you need anything else. 

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