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Level 1

Bulk Delete transactions or delete a bank account such that it does not appear in reports

In a nutshell, i included a bank account that i SHOULD NOT have included and it is messing up my ability to have accurate numbers in my reports for tax purposes.  If I cannot remove these transactions w/o having to literally delete them (1 by 1), then this product may not be worth the money i am paying for it.  Please tell me there is a way to remove select accounts / bank accounts from reporting.  Surely quickbooks user experience people provide for the event in which a user like myself messes up and needs to fix their mess up by DELETING???????

3 Comments
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QuickBooks Team

Bulk Delete transactions or delete a bank account such that it does not appear in reports

Hi there, @woodpk

 

Thanks for visiting the Community. I understand how those unwanted transactions impacting your reports. I'm here to help you exclude and delete those all at once. 

 

Since these transactions are already added in QuickBooks, you'll need to undo them in the Reviewed tab so it will go back to For Review. From there, we can simply exclude, then delete them. Here's how: 

 

Step 1: Undo bank transactions

  1. In the Banking menu, select Banking. 
  2. Go to the bank account that has the transactions that you want to remove. 
  3. In the Reviewed tab, select all the transactions by checking the box beside the Date, then select Undo

 

 Step 2: Exclude transactions

  1. In the For Review tab, check the boxes beside the Date
  2. Click the Batch actions drop-down list.
  3. Choose the Exclude selected

 

All excluded transactions will now be moved to the Excluded tab. You can follow step 2, then choose the Delete selected in the Batch action drop-down. 

 

Should you want to disconnect your bank account after doing the steps above, refer to this help article: Disconnect or delete an account from the Downloaded Transactions page. This will stop the bank from downloading new transactions. 

 

Feel free to visit again if you have more questions. We're always delighted to be of your service. Stay safe. 

 

 

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Level 1

Bulk Delete transactions or delete a bank account such that it does not appear in reports

Hello Katherine,

I need to delete a boatload of banking transactions, but I've already disconnected the bank from the bank feed.  Is there any way to delete all of those bank transactions as I no longer have that bank account and my banking tab doesn't show me the usual tabs anymore?

Please let me know.

Thanks,

Rick

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QuickBooks Team

Bulk Delete transactions or delete a bank account such that it does not appear in reports

Thank you for joining the thread, @rickbeauford.

 

In your case, you have to open the register and delete the transactions one at a time.

 

Here's how:

 

  1. From the Gear icon, select Chart of accounts under Account and settings.
  2. Look for the bank account under the Chart of Accounts. If the bank account was made inactive, click on the small gear icon beside the print icon and put a check-mark on the box beside Include inactive.
  3. From the bank account, click on View register under Action. For inactive accounts, select Make active before clicking View register.
  4. Click the transaction, then tap on the Delete button beside Edit. Do the same steps for the rest of the transactions.

As always, check our help articles in case you need tips and related links while working with QuickBooks in the future.

 

Get back to me if you have any other questions. I'm always here to help. Have a good day!

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