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Everything you need to know about connecting your bank and credit cards in QuickBooks Online
hello250
Level 1

I needed to move 4 transactions from a personal acc. when i connected to my personal acc. it uploaded all transactions from my personal acc, can it be deleted on mass

 
1 REPLY 1
Rusimyhr
QuickBooks Team

I needed to move 4 transactions from a personal acc. when i connected to my personal acc. it uploaded all transactions from my personal acc, can it be deleted on mass

Welcome to the Community space, @hello250

 

While transactions can’t be deleted in bulk in QuickBooks Sole Trader, you can exclude them all at once from your accounting records. 

 

Here’s how:

 

  1. Go to the Transactions tab.
  2. Select your Personal account from the list of connected accounts.
  3. Click the checkbox next to the Date column, as this will select all transactions at once.
  4. Uncheck the specific transactions you want to keep.
  5. Click Exclude.

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Keep me posted if you have any other questions or need assistance with QuickBooks. We are available 24/7 to further assist you.

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