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apenn
Level 1

bank feeds

I downloaded my bank feeds into my register, but it won't match anything.  I have most of the transactions already in my bank register as they are mostly cheques, payroll etc...  How do I remove them from my the bank feeds area.  

When I go to reconcile, there are no issues as all transactions are there. 

Solved
Best answer November 26, 2019

Best Answers
RenjolynC
QuickBooks Team

bank feeds

The steps provided by SarahannC is for the QuickBooks Desktop, apenn.

 

You probably have the Classic Mode enabled in the preferences. Let's change it by following these steps:

  1. Click Edit located at the top, and select Preferences.
  2. On the left panel, click Checking, and then select the Company Preferences tab.
  3. Under the BANK FEEDS section, choose the Express Mode (new in QuickBooks).
  4. Click OK, and when prompted to close all window, select OK again.

Here's an article for reference: Switch between banking modes.

 

Once done, go back to the Banking page, and follow the instructions above.

 

I'm also adding this article on how to add and match Bank Feed transactions in QuickBooks Desktop.

 

Don't hesitate to comment here if you need anything else. Thank you. 

View solution in original post

5 Comments
SarahannC
Moderator

bank feeds

Hello there, apenn. Thanks for providing information.

 

We can just ignore the downloaded transactions at this time since there's no issue in the register and reconciliation. Let's do this by following the steps below:

 

  1. Go to the Banking menu.
  2. Select Bank Feeds and then Bank Feeds Center.
  3. Select the account with the transactions you want to remove.
  4.  Then, click the drop-down arrow of the Batch Action below.
  5. Click Ignore.
    Capture32.PNG

If you encounter issues during reconciliation, you can fix those by learning some information given by this article 

 

There you go. You can always reach out to me if you have other questions. I'll help you to figure them out.

apenn
Level 1

bank feeds

I use the desktop version of QuickBooks.  Not the online QB. Do you have a solution for the desktop version?

RenjolynC
QuickBooks Team

bank feeds

The steps provided by SarahannC is for the QuickBooks Desktop, apenn.

 

You probably have the Classic Mode enabled in the preferences. Let's change it by following these steps:

  1. Click Edit located at the top, and select Preferences.
  2. On the left panel, click Checking, and then select the Company Preferences tab.
  3. Under the BANK FEEDS section, choose the Express Mode (new in QuickBooks).
  4. Click OK, and when prompted to close all window, select OK again.

Here's an article for reference: Switch between banking modes.

 

Once done, go back to the Banking page, and follow the instructions above.

 

I'm also adding this article on how to add and match Bank Feed transactions in QuickBooks Desktop.

 

Don't hesitate to comment here if you need anything else. Thank you. 

View solution in original post

apenn
Level 1

bank feeds

which version because I don't have that wording on my Qb -

I  have option to have the alias  : on or off 

I do know how to match transactions.  

 

What is happening has never happened before. in the bank feeds section to review the transactions: the transactions are in the above screen and the bottom screen

but they are NOT matching. 

 

 I don't know how to get them to match or how to delete them on the bottom screen because the suggested way earlier, I cannot with the qb I have,  I have 2018 version

JessT
QuickBooks Team

bank feeds

Let’s take a bit and talk about the two concerns separately, apenn.


The Express mode is available to versions 2014 and above. It has an option to ignore (delete) any unmatched transactions, which is not available in the Classic mode (your current setup).

 

Can you please check again to see if you have the Express option, as shown below? If not, please update your QuickBooks, then you can go back to that page and change the mode.You're using the US version of QuickBooks Desktop, right?

 

 

When you're already in the Express mode, go to your Bank Feeds Center and ignore (delete) the transactions. You can follow SarahannC steps to delete them.

 

On the other hand, you can't match your transactions if they are already reconciled. This is indicated by a check mark in the Check column in the register. For more details, please check the article about adding or matching bank transactions. Then, go to the Can't find match section.

 

We're just around if you have additional questions regarding your bank feeds.

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