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How to delete transactions?

 
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Best answer 10-15-2018

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QuickBooks Team

Hi email, I'd be happy to assist you with this. Please be...

Hi email,

 

I'd be happy to assist you with this.

 

Please bear in mind that deleting a transaction is irreversible. Nevertheless, here's how to delete a transaction:

  1. Find the transactions you want to delete, and open them one at a time.
  2. At the bottom of the page, click More.
  3. Choose Delete.
  4. Click Yes to confirm the deletion.

You can also read this article for more information: Void or Delete an Invoice or Other Transactions.

 

Let me know if this helps, or if you have any other questions.

 

Warm regards,
Jian

View solution in original post

8 Comments
QuickBooks Team

Hi email, I'd be happy to assist you with this. Please be...

Hi email,

 

I'd be happy to assist you with this.

 

Please bear in mind that deleting a transaction is irreversible. Nevertheless, here's how to delete a transaction:

  1. Find the transactions you want to delete, and open them one at a time.
  2. At the bottom of the page, click More.
  3. Choose Delete.
  4. Click Yes to confirm the deletion.

You can also read this article for more information: Void or Delete an Invoice or Other Transactions.

 

Let me know if this helps, or if you have any other questions.

 

Warm regards,
Jian

View solution in original post

Not applicable

Having found the transaction, I've opened it.  However, t...

Having found the transaction, I've opened it.  However, there is no visible indication of "More" for me to click on.  What's the alternative?
Not applicable

yeah no kidding. Not helpful. I agree.

yeah no kidding. Not helpful. I agree.
Not applicable

Re: Hi email, I'd be happy to assist you with this. Please be...

There is no "More" at the bottom of the page. Any other suggestions? For now I have excluded the transactions but I would prefer them to be completely removed.

Not applicable

Re: Hi email, I'd be happy to assist you with this. Please be...

There is no "More" at the bottom of the page. Any other suggestions? For now I have excluded the transactions but I would prefer that they were removed completely.

QuickBooks Team

Re: How to delete transactions?

Hello, everyone.

 

It seems like you're trying to delete a downloaded transaction. I will walk you through with the steps. 

 

First, you'll have to exclude them. Here's how:

  1. Click Banking, then go to Banking.
  2. Choose the bank account, then go to the For Review tab.
  3. Choose the transactions you want to exclude.
  4. Click Batch actions, then choose Excluded Selected.

Then, you can already delete them. Here's how:

  1. Go to the Excluded tab.
  2. Choose the transactions you want to delete.
  3. Click Batch actions, then choose Delete.
  4. You'll receive a message, "Are you sure? This transaction will not be recoverable.", click Yes.

Feel free to let us know if you have other concerns. Have a nice day! 

Not applicable

Re: How to delete transactions?

No "Banking' link or tab

When I go into the banking section, no option for anything but edit the account name....

 

 

Moderator

Re: How to delete transactions?

Hi delete a transaction,

 

Under the Banking section, you'll have the For Review, Reviewed, and Excluded tabs.Banking.PNG

 

If these options aren't showing up, then let's open your QBO account using an incognito window. This to rule out the possibility of a webpage issue.

 

You can refer to these shortcut keys:

  • Press Ctrl + Shift + P for Internet Explorer or Firefox.
  • Press Ctrl Shift N for Chrome.
  • Hold down Command Shift N for Safari.

If it works, I suggest clearing the cache of your regular browser. Then, you can now follow the steps above.

 

I'm also linking an article for further guidance: Exclude expenses from downloaded bank transactions.

 

Just in case you're encountering any banking issues, refer to this link: What to do if bank transactions won’t download.

 

Let me know if you have any other concerns. I'm always here to lend a hand and help you further. Have a good day.

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