Using QBO, we post entries from bank feeds as the transactions appear on the feeds.

AcctsDepartment · ‎October 02, 2020

Using QBO, we post entries from bank feeds as the transactions appear on the feeds (not matching existing transactions). Somehow our bank balance and QBO balance went out of sync on the banking dashboard. I'd like to get it back in line. Can I delete the bank feeds and upload them again all at once? Or if deleted will that impact the entries made based on them. PS ... bank is fully reconciled to the last upload date. TY

JamesM · ‎October 02, 2020

Hi AcctsDepartment,

I'm glad you're taking advantage of the reconcile feature offered in QuickBooks. It' important to have $0 difference after your reconciliation and I'll be happy to help.

Managing your transactions has never been easier with QuickBooks Online. Based on what you've described, I recommend consulting an accounting professional for expert advice. If you're not in touch with one, I encourage you to search for one on our website using this link here. If you decide to delete the bank transactions, here's how:

From the Banking screen select the relevant bank account, then select the For review tab
Select the transactions you want to exclude > select Batch actions > Exclude selected
Select the Excluded tab
Check-mark the transactions you want to Delete
Select Batch actions
Select Delete
A message will pop up asking Are you sure? These transactions will not be recoverable
Select Yes.

If you need to import your transactions into QuickBooks, check out this article here. The article shows you how to import your transactions.

Give this a try and if you need further assistance, don't hesitate to reach out to our support team using this link. Otherwise, feel free to reach out if you need anything. I got your back.

View solution in original post

JamesM · ‎October 02, 2020

Hi AcctsDepartment,

I'm glad you're taking advantage of the reconcile feature offered in QuickBooks. It' important to have $0 difference after your reconciliation and I'll be happy to help.

Managing your transactions has never been easier with QuickBooks Online. Based on what you've described, I recommend consulting an accounting professional for expert advice. If you're not in touch with one, I encourage you to search for one on our website using this link here. If you decide to delete the bank transactions, here's how:

From the Banking screen select the relevant bank account, then select the For review tab
Select the transactions you want to exclude > select Batch actions > Exclude selected
Select the Excluded tab
Check-mark the transactions you want to Delete
Select Batch actions
Select Delete
A message will pop up asking Are you sure? These transactions will not be recoverable
Select Yes.

If you need to import your transactions into QuickBooks, check out this article here. The article shows you how to import your transactions.

Give this a try and if you need further assistance, don't hesitate to reach out to our support team using this link. Otherwise, feel free to reach out if you need anything. I got your back.

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Using QBO, we post entries from bank feeds as the transactions appear on the feeds.

Using QBO, we post entries from bank feeds as the transactions appear on the feeds.

Using QBO, we post entries from bank feeds as the transactions appear on the feeds.

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