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cterpstra
Level 1

Can I delete bank account info and credit card info that I imported? I no longer want that info. I want to do it manually but don't know how to delete what was imported.

 
6 Comments 6
JonpriL
Moderator

Can I delete bank account info and credit card info that I imported? I no longer want that info. I want to do it manually but don't know how to delete what was imported.

Hello there, @cterpstra !

 

Let's go ahead and exclude all your bank and credit card transactions that you've already imported. Doing so, we can start deleting them directly from the Excluded tab. I'll show you how.

  1. Go to Banking.
  2. Under Bank and Credit Cards, select your bank or credit card account.
  3. On the For Review tab, select all your imported transactions.
  4. Select Batch actions.
  5. Click Exclude Selected.

In addition, here's an article you can read to learn more about excluding your bank or credit card transactions: Exclude expenses from downloaded bank transactions.

 

From here, you can go ahead and delete all your imported transactions. Here's how:

  1. Go to the Excluded tab.
  2. Select all your transactions.
  3. Click Batch actions.
  4. Select Delete.
  5. Click Yes.

Lastly, I've got you this helpful article for ideas about reviewing a transaction in your bank account register: Find, review, and edit transactions in account registers.

 

Keep me posted in the comments if you have any other questions. I'll be here to lend a hand.

cterpstra
Level 1

Can I delete bank account info and credit card info that I imported? I no longer want that info. I want to do it manually but don't know how to delete what was imported.

Thank you for your help! I'll give that a try. One more question...how do I stop the import of my bank accounts and credit cards since I want to enter everything manually, at least for now. 

Rubielyn_J
QuickBooks Team

Can I delete bank account info and credit card info that I imported? I no longer want that info. I want to do it manually but don't know how to delete what was imported.

It's a pleasure to see you here again, @cterpstra.

 

I'm glad to know we're able to provide steps you can follow to delete your imported bank and credit card info. For your second question, I'm here to help stop QBO from importing your bank and credit card transactions.

 

We can disconnect the accounts from online banking in QBO. This way, it removes the option for the program to import entries automatically from your financial institution. 

 

Here’s how to stop the connection between QBO and your credit card account:

  1. At the left panel, choose the Banking menu, then select Banking.
    a1.PNG
  2. Click the pencil icon on the account you want to disconnect.
    a2.PNG
  3. Choose Edit account info
    a3.PNG
  4. In the Account window, put a checkmark in the box next to Disconnect this account on save.
  5. Click Save and Close once done.
    a4.PNG

Once done, you can start uploading entries manually. I’m adding this resource to serve as your guide: Manually upload transactions into QuickBooks Online.

 

Please don't hesitate to leave a comment below if you need further assistance. I'm here to lend a hand. Stay safe and healthy.

cterpstra
Level 1

Can I delete bank account info and credit card info that I imported? I no longer want that info. I want to do it manually but don't know how to delete what was imported.

Thanks so much for your help! 

cterpstra
Level 1

Can I delete bank account info and credit card info that I imported? I no longer want that info. I want to do it manually but don't know how to delete what was imported.

Now I have another question. I followed the steps above for deleting the imported bank and credit card info. and followed the steps to discontinue the automatic importing from our bank and credit cards. However, when I do to my chart of accounts, I still see Quickbooks balances for each of them. Just a reminder that I am starting from scratch with QBO and have not entered any info. manually yet. Can I delete the QB balances also?

ReymondO
QuickBooks Team

Can I delete bank account info and credit card info that I imported? I no longer want that info. I want to do it manually but don't know how to delete what was imported.

Thanks for getting back to this thread, @cterpstra.

 

Yes, you can delete the balances of your accounts in the Chart of Accounts. It could that there are transactions that were added to your bank accounts after you imported to QuickBooks. This can be the reason why you're able to see balances on it.

 

To clear them out, we can delete these transactions one by one. Just follow these steps:

 

  1. Go to the Accounting menu and select Chart of Accounts.
  2. Look for the transaction, then click View register to view its balances.
  3. Click the transaction and select Delete.
  4. Select Yes to confirm.

 

 

In addition, you can run a quick report of your accounts in QuickBooks Online (QBO) in the future. This will show you the list of transactions that you've entered into the system.

 

Here's how: 

 

  1. From the Accounting menu, select Chart of Accounts.
  2. Look for the account, and click the drop-down arrow beside the View register button.
  3. Select Run report.

 

You can also customize it to easily review your data in QuickBooks. 

 

I'm always here to help if you have any other concerns or questions. Just tag my name in the comment section and I'll get back to you as soon as I can.

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