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Level 1

How can i delete a bulk of transaction from quickbooks

 
8 Comments
Anonymous
Not applicable

Re: How can i delete a bulk of transaction from quickbooks

It's good to see you here in the Community, smagar,

 

I can share some information about bulk deleting transactions in Quickbooks Online.

 

May I know what items are you trying to delete? Any details you can provide will help us narrow things down. 

 

Currently, the option to do a batch delete is only available for bank feeds transactions that are yet added in QuickBooks. Let me guide you how to delete online banking transactions:

  1. Click the Banking menu.
  2. Select the correct account.
  3. Go to the For Review tab then mark the items you're deleting.
  4. Click the Batch actions button.
  5. Choose Exclude Selected.
  6. Once done, go to the Excluded tab.
  7. Mark the transactions again then click the Batch actions button.
  8. Click Delete.

That information should get you on the right track.

 

However, if you're deleting chart of accounts transactions, you'll need to delete them one at a time. Being able to do this in QBO is a great idea, and I would like to put this forward to our developers so I'd encourage you to send them your product suggestion. Here's how to send your product request:

  1. Click the Gear icon.
  2. Choose Feedback.
  3. Enter your request/product suggestion, then click Next.
  4. Click Skip and send message.
  5. Select Feedback as the Category.

Please update me if you need further assistance with QuickBooks. I'm here to help.

Level 1

Re: How can i delete a bulk of transaction from quickbooks

I am disappointed with the way QB works, it is not possible to upload excel format bak statements, you have to do it in CSV and with not enough rows.

 

It is happening that imported data are multiplied x 3 and now I am trying to delete just one month but since it is not possible to pause rules they overcome the process before I can do the - long - procedure to delete multiplied entries!!!
If I knew before these and other problems, I wouldn't have chosen QB....

QuickBooks Team

Re: How can i delete a bulk of transaction from quickbooks

This isn't the kind of service we want you to experience, @VincentUK

 

When importing bank transactions using the WebConnect process, the data downloaded will depend on the file coming from your bank. Currently, the program can only import CSV files that use either a 3-column or 4-column format. 

 

I understand how you feel when your imported data are multiplied thrice and you're unable to delete entries by batch. Rest assured, I'll take note of your suggestion how you'd like to delete multiple entries at a single time. This way, our product engineers can consider it for future updates. I'd suggest visiting our blog posts to keep you stay current on our product innovations. 

 

You can visit this link: Banking. It provides you helpful articles to easily manage your bank transactions and reconciling your account in QuickBooks. 

 

I'm just here right in the corner if you need further help. Take care always, @VincentUK

Level 1

Re: How can i delete a bulk of transaction from quickbooks

That response is seriously useless, especially beginning "we don't want you to have this experience". Goddamned! We're having it! we don't need specious platitudes. What we want is a quick-fix, not be told to take half a day off to read blogs we're not interested in, nor community stuff!


@VincentUK wrote:

I am disappointed with the way QB works, it is not possible to upload excel format bak statements, you have to do it in CSV and with not enough rows.

 

It is happening that imported data are multiplied x 3 and now I am trying to delete just one month but since it is not possible to pause rules they overcome the process before I can do the - long - procedure to delete multiplied entries!!!
If I knew before these and other problems, I wouldn't have chosen QB....



@VincentUK wrote:

I am disappointed with the way QB works, it is not possible to upload excel format bak statements, you have to do it in CSV and with not enough rows.

 

It is happening that imported data are multiplied x 3 and now I am trying to delete just one month but since it is not possible to pause rules they overcome the process before I can do the - long - procedure to delete multiplied entries!!!
If I knew before these and other problems, I wouldn't have chosen QB....



@VincentUK wrote:

I am disappointed with the way QB works, it is not possible to upload excel format bak statements, you have to do it in CSV and with not enough rows.

 

It is happening that imported data are multiplied x 3 and now I am trying to delete just one month but since it is not possible to pause rules they overcome the process before I can do the - long - procedure to delete multiplied entries!!!
If I knew before these and other problems, I wouldn't have chosen QB....


 

Level 4

Re: How can i delete a bulk of transaction from quickbooks

Level 1

Re: How can i delete a bulk of transaction from quickbooks

No use. No time! And the answer was in QB anyway when one of the agents got back to me!

Level 1

Re: How can i delete a bulk of transaction from quickbooks

Would you mind sharing the answer you were given by an agent? I'm going through the same thing and have a year's worth of credit card transactions to delete.

QuickBooks Team

Re: How can i delete a bulk of transaction from quickbooks

Thanks for reaching out, @aggiemo08.

 

I’m here to help delete a bulk of transactions. You can currently exclude your transactions by bulk. Excluding by bulk means you have a record of it in the system but this will not affect your bank balance or reconciliation. At this time, deleting transactions is not available in QuickBooks Online.

 

Here’s how:

 

  1. Go to Banking.
  2. Click the For Review tab.
  3. Put a check-mark on the transactions you want to exclude.
  4. Choose on Batch actions drop-down arrow.
  5. Select Exclude Selected.

 

Let me know if there’s anything else I can help with. I hope you have a great rest of your day.

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