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Level 2

Removing imported bank transactions

Hi,

 

I've recently migrated from QBDT to QBO and connected to my bank to pull in account transactions.  Unfortunately I set the date to pull in from as 16 April 2019 rather than 16 April 2020 so have 503 unmatched transactions, most of which were already reconciled prior to migrating to QBO.  Is there a way of removing these transactions from the banking window please?

 

Thanks,

 

Phill.

Solved
Best answer April 23, 2020

Accepted Solutions
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QuickBooks Team

Removing imported bank transactions

Hello Phil 👋 Welcome to the Community, 

 

You will need to exclude the duplicate transactions, To do this you would go to your "for review" section in QuickBooks on the Banking page. To the left hand side of the date you will see small square boxes, use this to select the duplicate transactions that you wish to remove, Once selected, go into Batch Actions (At the top above date) and exclude selected. This will remove them for you.Thanks 

 

 

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2 REPLIES 2
Highlighted
QuickBooks Team

Removing imported bank transactions

Hello Phil 👋 Welcome to the Community, 

 

You will need to exclude the duplicate transactions, To do this you would go to your "for review" section in QuickBooks on the Banking page. To the left hand side of the date you will see small square boxes, use this to select the duplicate transactions that you wish to remove, Once selected, go into Batch Actions (At the top above date) and exclude selected. This will remove them for you.Thanks 

 

 

View solution in original post

Highlighted
Level 2

Removing imported bank transactions

Hi Becky,

 

Thank you very much for this that’s brilliant.  I didn’t like to chose that option in case it wasn’t the right one without asking.

 

Thanks again,

 

Phill.