cancel
Showing results for 
Search instead for 
Did you mean: 
Anonymous
Not applicable

Bankfeeds Auto checking Transactions and not deleting transactions permanently

Does anyone know how to just check certain checks and clear them without QB auto checking other transactions?  Even if I undo all the checks, it still auto checks some of them and I am not sure how it picks them as it seems to be random.  Also, how do you permanently delete transactions from the bank feeds?  Right now, I am having to delete 2 years worth that are just redownloaded next time I do the next month.

Thanks,

Danielle

4 Comments 4
JamesDuanT
Moderator

Bankfeeds Auto checking Transactions and not deleting transactions permanently

Hello Danielle,

 

The system will automatically mark a downloaded bank transaction if it matches an existing one within QuickBooks. You'll need to unmatch it manually. Doing this won't delete the downloaded bank transactions:

  1. In the Transactions List window, look for the automatically match bank transaction.
  2. Select Not a match twice under the ACTION column.

Meanwhile, you can select Ignore to completely delete a bank transaction from your Bank Feeds. Here's how to ignore multiple transactions at once:

  1. In the Transactions List page, enter the date range (FROM and TO).
  2. Mark the transactions you want to delete.
  3. Click the Batch Actions button and select Ignore.

After that, you can manage the bank transactions manually again.

 

You can always get back to me if you more questions about Bank Feeds in QuickBooks.

Anonymous
Not applicable

Bankfeeds Auto checking Transactions and not deleting transactions permanently

I think you are misunderstanding what I am saying.  I do uncheck them, but as I scroll back to the top they recheck themselves.  I can't figure out how or why as it's different ones each time I scroll down.

Anonymous
Not applicable

Bankfeeds Auto checking Transactions and not deleting transactions permanently

I think you are misunderstanding what I am saying.  I do uncheck the ones that are check in the review section.  However, as I scroll down or up it rechecks them.  They never stay permanently unchecked as the system itself rechecks them.  Why?  I can't figure out which ones or what order either, because different ones are checked each time I scroll up or down.

AldrinS
QuickBooks Team

Bankfeeds Auto checking Transactions and not deleting transactions permanently

Greetings, Danielle1776.

 

Allow me to step in for a moment and provide additional clarification regarding this matter.

 

After some research and testing here on my end, I wasn't able to get the same result you did. In situations like this, it'd be a good idea to Repair QuickBooks through the QuickBooks Maintenance Wizard.

 

Doing so will allow the program to refresh it's system and self-resolve any unusual behaviors. The steps below will guide you on how to do it:

  1. Back up your QuickBooks company file.
  2. Restart your computer to close unnecessary programs interfering with QuickBooks.
  3. Click the Start key and then choose Control Panel.
    - In Windows 8/81: From the Start menu, open Search and type Control Panel. From the results, select Control Panel.
  4. Select Programs and Features. If necessary, choose Uninstall a program.
    - If you don't see these options, select Programs, then Program Features.
  5. Select QuickBooks in the list of programs and click Uninstall/Change.
  6. Click Continue, then Next.
  7. Select Repair then hit Next. Wait for the process to complete.
  8. Click Finish and then restart your computer.

Just a quick reminder, running the Repair process will reset the patch version of your QuickBooks. That said, make sure to update the program first before doing anything else. Also, if you have a payroll subscription, don't forget to download the latest tax table as well.

 

That should get you going in the right direction. Please keep in touch if you need more help with this, I'm determined to get this fixed for you.

Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up

Need to get in touch?

Contact us