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ShaktiLife
Level 1

Bank transactions feed

Hi. I linked my bank account with starting date mid December 2023, however, the system somehow uploaded transactions from a few years back. I didn't notice this right away and created some rules, which seem to have been applied to previous years transaction and now everything is scrambled in my chart of accounts. Not sure how to resolve.

Thank you 

3 Comments 3
IrizA
QuickBooks Team

Bank transactions feed

I have a solution that can remove unintentionally applied old transactions, ShaktiLife

 

If you accidentally included transactions in QuickBooks Online (QBO) that were not supposed to be there, you can easily remove them. Simply navigate to the Categorize tab, filter the date range to locate the unwanted transactions, and then Undo or exclude them. 

 

Please ensure to compare your changes with your transactions, to avoid deleting other important transactions.

 

Here's how: 

 

  1. Go to the Transactions menu located at the left navigation panel. 
  2. Click the Bank Transactions tab and choose the bank in question. 
  3. Press the Categorized tab. 
  4. Click the All dates dropdown and choose a date within the From and To fields. 
  5. Once done, press Apply
  6. The transactions can now be seen in the Categorized tab. Tick the transactions that need to be Undo. It will now show in the For Review tab.
  7. Go to the For Review tab and tick the transactions.
  8. Click the Exclude option. You can see excluded transactions within the Excluded tab. 

 

I'll leave this material for you to visit anytime you'd want to learn more about excluding a downloaded bank transaction: Exclude a bank transaction you downloaded into QuickBooks Online

 

In addition, you can also undo or remove transactions from reconciliations if you happen to add certain transactions and reconcile them accidentally. 

 

We're always here to offer our assistance if you happen to encounter some challenges while using QuickBooks. Just ask us anything about QBO, and we'll be right there to help.

ShaktiLife1
Level 1

Bank transactions feed

Thank you!

ShyMae
QuickBooks Team

Bank transactions feed

Hello there, @ShaktiLife1.

We're glad to hear that our colleague was able to assist you in removing unintentionally applied old transactions. We are committed to providing you with the best possible customer service experience.
 

You're always free to get in touch if you need help with anything else in QuickBooks. We'll be right here to back you up. Best wishes!

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