How do you delete transactions?

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. 

Thank you. I managed to exclude them. I am now unsure what is a credit and what is a debit. Credit is income and Debit is outgoing I thought but when i did this all the entries were the wrong way round. Once again I can't seem to create a cvs file. I have to do this several times but the format stays .xls. It is the most frustrating thing. Now I am stuck as I can't get September in Quickbooks.

I'm here to ensure you can import your September transactions, Jane.

Debit and credit accounting have distinct purposes and placements in QuickBooks Online. To ensure the double-entry accounting is added correctly in your transactions, please see this article: How Accounts are Affected by Debits and Credits.

If the file is in XLSX or XLS format, we can save them directly as a CSV copy. For visual reference, I've added a screenshot below.

If you still can't convert it, you may want to consider utilising a third-party app. Aside from CSV, we can also use the following supported file types:

• Quicken (QFX)
• QuickBooks Online (QBO)
• Microsoft Money (OFX)

To find an app, I suggest browsing the QuickBooks Apps Store page. You can also go to the Apps menu in QuickBooks Online, then enter a keyword in the search field.

After that, make sure the format and accounting method are added correctly before importing them to QuickBooks Online.

 Additionally, I've added this article that'll help you review the transactions to add them to the correct accounts: Add and Match Downloaded Bank Data.

Please keep us posted if you need additional assistance uploading your data. We want to ensure you this gets resolved. Stay safe!

Thank you so much for answering so quickly. I managed to exclude them but not delete them now. i really appreciate your answer. I did it one item at a time, twice! But I guess I am learning. I really appreciate you getting back to me. I felt less alone with it! All the best, Jane

Thank you so much. I know the definitions for double-entry book keeping but the bank labels income and expense differently to double-entry booking keeping. Income is a credit to my account. Debit is an expense. So when I import them, what should these entries be on the spreadsheet? 

Whereas income is an increase to my business income so that would be a debit, while expenditure is credits. So I don't know how to label my spreadsheet. I got it right when I did it intuitively but now I am not sure as this doesn't make sense to me any more. I studied accounting once and I struggled to grasp it then but once got my head round it. 

I will study your article and have a think when I have calmed down. 

Thank you so much for replying. I very much appreciate it. I am finding it so stressful but the bigger issue is microsoft won't convert the xls file to cvs but I think they may be upgrading. 

All the best and many thanks,

Jane