Yes, you can delete all the transactions from your bank accounts and leave the rules at is, @receipts-goodliv.
You can exclude the transactions you recently added in QuickBooks when you want to start fresh. Before that, make sure to undo all the transactions you previously added in QuickBooks to return them in the For Review tab.
To do this, you can go to the Categorized tab in the Banking page, then check the box beside the Date header to mark all the transactions. Once done, hit the Undo button and select Yes to confirm.
You can now go to the For review tab to exclude the transactions and delete them under the Excluded tab. Please know that once you remove the transactions in the Excluded section, retrieving them won't be available.
Here's how:
- In the For review tab, check the box beside the Date header.
- Choose Exclude.
- Go to the Excluded tab and then check the box beside the Date header.
- Hit Delete.
After deleting your transactions, you can start fresh by manually downloading the transactions from your bank and importing them to QuickBooks.
Alternatively, you can use a third-party application that could automatically detect duplicate transactions and delete them. You can go to the Apps menu and then select the Find Apps tab. Enter specific functionality in the Search field like bank transactions deleter. Then review and install the application that you can integrate with QuickBooks Online.
Feel free to place a comment below if you have additional questions about managing your transactions in QuickBooks Online. I'll be back to help. Have a great weekend!