Failed E-transfer to Vendor

Forum|Forum|6 years ago
September 26, 2019
1 reply
2 views

My inital e-transfer bank transfer to a vendor failed due to incorrect password entry. How do I clear the additional entries in my banking feed?

QuickBooks Online

Anonymous

Hi ToriK,

This is a great question! Sometimes, your bank feed will include transactions that you don’t need when recording your operations. Thankfully, QuickBooks Online is a flexible platform that lets you manage the imported transactions depending on your needs. If you wish to delete certain downloaded transactions, follow these steps:

Step 1: Exclude the transactions

Select Banking from the left menu
Select the bank account you wish to work with
Select the For Review tab
Select the transactions you want to exclude by checking the boxes on each line
Select Batch actions
Select Exclude Selected

Step 2: Delete the transactions

Select the Excluded tab
Select the transactions you want to delete by checking the boxes on each line
Select Batch actions
Select Delete
Select Yes (Keep in mind that these transactions will not be recoverable)

To know more about how to assign, categorize, edit, and add your downloaded banking transactions, check this community article: https://quickbooks.intuit.com/learn-support/en-ca/banking/assign-categorize-edit-and-add-your-downloaded-banking/01/262442.

Let me know if you have any other questions.

TMK4Author

Thank you. Since they do show up on the bank statement, not sure if this is important for reconciling the account.

JamesM

Level 5

If the bank account balance matches with the balance in QuickBooks then you're all set. But if they're different, you'll have to make appropriate adjustments to avoid any discrepancies when reconciling. Feel free to ask questions. I got your back.

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