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Best answer March 23, 2020
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Let’s get this sorted out, delmarbookkeepin.
You can delete the downloaded transactions from the banking page and import them to the correct account. Let's get started.
- Click Banking in the left panel and select the transactions you'll need to exclude under the For Review tab.
- Click the drop-down arrow beside Batch actions.
- Hit Exclude Selected.
- Once done, go to the Excluded tab.
- Mark the transactions again then click the Batch actions button.
- Click Delete.
Once deleted, you can import those transactions to the correct account using our WebConnect file. You can get the detailed steps in this article: Manually upload transactions into QuickBooks Online.
Additionally, you can visit these recommended resources to know more about how to handle your downloaded transactions:
- Match and categorize bank transactions in QuickBooks Online
- Assign, categorize, edit, and add your downloaded banking transactions
Feel free to get back to me if you need more help with the steps. I'll be right here to help you out.
Let’s get this sorted out, delmarbookkeepin.
You can delete the downloaded transactions from the banking page and import them to the correct account. Let's get started.
- Click Banking in the left panel and select the transactions you'll need to exclude under the For Review tab.
- Click the drop-down arrow beside Batch actions.
- Hit Exclude Selected.
- Once done, go to the Excluded tab.
- Mark the transactions again then click the Batch actions button.
- Click Delete.
Once deleted, you can import those transactions to the correct account using our WebConnect file. You can get the detailed steps in this article: Manually upload transactions into QuickBooks Online.
Additionally, you can visit these recommended resources to know more about how to handle your downloaded transactions:
- Match and categorize bank transactions in QuickBooks Online
- Assign, categorize, edit, and add your downloaded banking transactions
Feel free to get back to me if you need more help with the steps. I'll be right here to help you out.
