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annehatcher
Level 1

Have uploaded my csv file to Banking instead of Petty Cash How do I rectify?

 
Solved
Best answer August 24, 2020

Accepted Solutions
GeorgiaC
QuickBooks Team

Have uploaded my csv file to Banking instead of Petty Cash How do I rectify?

Hi annehatcher

 

Thanks for joining us here on the Community. :waving_hand:

 

If the transactions are still in the For-Review tab, then you can simply remove these by ticking the check-box to the left of the transaction(s) and then go to Batch Actions > Exclude (you can also select the top check-box here to batch-select all transactions on the page).

 

This will move the transactions into the Excluded tab, where you can delete by repeating the action to select the transactions and going to Batch actions > Delete.

 

If you've already accepted these transactions into QuickBooks, go to the Reviewed tab on the Transactions page and select Undo against each transaction to move this back to the For-Review tab, where you can follow the steps above to remove. 

 

After this, re-upload the CSV, ensuring the correct account is selected during import :hugging_face:

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1 REPLY 1
GeorgiaC
QuickBooks Team

Have uploaded my csv file to Banking instead of Petty Cash How do I rectify?

Hi annehatcher

 

Thanks for joining us here on the Community. :waving_hand:

 

If the transactions are still in the For-Review tab, then you can simply remove these by ticking the check-box to the left of the transaction(s) and then go to Batch Actions > Exclude (you can also select the top check-box here to batch-select all transactions on the page).

 

This will move the transactions into the Excluded tab, where you can delete by repeating the action to select the transactions and going to Batch actions > Delete.

 

If you've already accepted these transactions into QuickBooks, go to the Reviewed tab on the Transactions page and select Undo against each transaction to move this back to the For-Review tab, where you can follow the steps above to remove. 

 

After this, re-upload the CSV, ensuring the correct account is selected during import :hugging_face:

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