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archon_roy
Level 1

Can I batch delete transactions

bank accounts were set up for downloading to multiple accounts in QBO

1 Comment 1
MsNorthPND1881
QuickBooks Team

Can I batch delete transactions

You can delete them manually, Archon_roy.

 

While QuickBooks Online (QBO) doesn't allow bulk deletion of downloaded transactions, it does provide the option to exclude or undo imported transactions either individually or in batches. However, once transactions are added to your records, bulk deletion is not supported due to auditing and record-keeping requirements.

 

Here are some reasons based on your situation:

 

  • If bank transactions are still in the For Review tab, you can batch exclude them. Excluded transactions will move to the Excluded tab and won’t impact your books. If excluded by mistake, you can reverse this by marking them as reviewed in the Excluded tab.

 

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  • If you've accidentally connected incorrect accounts or are dealing with duplicate transactions, manual corrections can be time-consuming. Automation tools or assistance from a QuickBooks ProAdvisor can help streamline the process.

 

I'll add this article to reconcile your accounts so they always match your bank statements: Reconcile an account in QuickBooks Online.

 

If you have further questions about any QBO-related or bank transaction concerns, you can comment below, and we'll respond to you as soon as possible.

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