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July 23, 2023
Solved

How do you delete transactions?

  • July 23, 2023
  • 1 reply
  • 1 view

I would be so grateful for an answer to this one. I have imported a month of transactions but it is recording all income as 0. I have to reimport but can't delete the original. I would be so grateful for support.There is no way to just delete the entries and starting again.

Best answer by AbegailS_

Hi there, Jane.

I'm here to share information about deleting imported data in QuickBooks Online (QBO).

If transactions are imported through online banking, we can exclude and delete the entries. Let me show you how.

 

  1. In QBO, go to the Banking menu on the left pane.
  2. From the Banking page, click the For Review tab.
  3. Find and check the boxes of the imported transactions.
  4. Click the Batch Actions drop-down menu, and choose Exclude Selected.

 

Once excluded, these transactions will show up in the Excluded tab, and that's where you can delete them. Here's how:

 

  1. From the Excluded section, check the boxes of the transactions you want to delete.
  2. Click the Batch Actions drop-down menu, and select Delete.
  3. Click Yes to confirm.

In addition, here's an article you can read to learn more about excluding your bank transactions: Exclude a bank transaction you downloaded into QuickBooks Online.

 

On the other hand, if you manually imported your transactions through online banking yu have the option to map the fields correctly before importing the file. Please ensure to review the transactions before uploading. 
 

Lastly, I've also included this helpful article for the steps in case you need to start balancing your account register: How to reconcile your accounts so they always match your bank and credit card statements?

 

I'd suggest getting back to this thread if you need assistance with your transactions. I'm always here to back you up. Take care and stay safe!

1 reply

AbegailS_Answer
Level 6
July 23, 2023

Hi there, Jane.

I'm here to share information about deleting imported data in QuickBooks Online (QBO).

If transactions are imported through online banking, we can exclude and delete the entries. Let me show you how.

 

  1. In QBO, go to the Banking menu on the left pane.
  2. From the Banking page, click the For Review tab.
  3. Find and check the boxes of the imported transactions.
  4. Click the Batch Actions drop-down menu, and choose Exclude Selected.

 

Once excluded, these transactions will show up in the Excluded tab, and that's where you can delete them. Here's how:

 

  1. From the Excluded section, check the boxes of the transactions you want to delete.
  2. Click the Batch Actions drop-down menu, and select Delete.
  3. Click Yes to confirm.

In addition, here's an article you can read to learn more about excluding your bank transactions: Exclude a bank transaction you downloaded into QuickBooks Online.

 

On the other hand, if you manually imported your transactions through online banking yu have the option to map the fields correctly before importing the file. Please ensure to review the transactions before uploading. 
 

Lastly, I've also included this helpful article for the steps in case you need to start balancing your account register: How to reconcile your accounts so they always match your bank and credit card statements?

 

I'd suggest getting back to this thread if you need assistance with your transactions. I'm always here to back you up. Take care and stay safe!

July 23, 2023

Thank you. I managed to exclude them. Its unsatisfactory somehow because I feel I should be able to delete the whole of September but I am learning. This is so so much harder than using a spreadsheet to do your accounts and I am not yet seeing the advantage yet. I hope it gets easier as spreadsheets import naturally in this financial year.

 

Imported September again but the income and outgoings were the wrong way around. Now I am confused as to what is a debit and what is a credit. My account is credited with money coming in, and debited with money going out. But in book-keeping its the other way around. Now I am really confused. I have all the others imported correctly but September just is a mess. There is no instruction as to how you should label income and outgoings. I guess I just have to do the opposite of what I just did. Spent 4 hours on just getting September in correctly. And still have not.