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Level 2

bank transactions


Can someone tell me , I have imported my CSV bank statement and I have a few transactions on there that i do not need recorded (there are when a direct debit was not paid due to insufficient funds and my accountant does not need them recorded) do i delete them ? do i leave them on there ? 


bank transactions


You can delete them, Jt72.


Since those transactions don't need to be recorded, you can exclude and then delete them from the Banking page. This way, it will be easier for you to manage the uploaded transactions. I'll show you how:


  1. Select Banking or Transactions from the sidebar menu.
  2. Head to the Banking tab.
  3. Select the For Review tab.
  4. Tick the checkbox of the transactions to exclude.
  5. Select Exclude, then go to the Excluded tab.
  6. Tick the checkbox of the transactions to delete.
  7. Choose Delete to completely get rid of them.

Once you're done, it's time to categorize and match the transactions that need to be recorded. If you're about to reconcile your account, I've included an article that will guide you in performing it: Learn the reconcile workflow in QuickBooks.


Feel welcome to reach out to me again with any questions you may have and I would be more than happy to help.

Level 2

bank transactions

Thank you

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