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Level 1

Can I undo a qbo upload to the wrong bank account?

I accidently manually uploaded my household bank account into the business bank account.
3 Comments
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QuickBooks Team

Can I undo a qbo upload to the wrong bank account?

Hi drgeorge,

 

You'll want to undo the transactions and delete them so you can import the transactions again.

 

Here's how:

  1. Go to the Banking page.
  2. Under the For Review tab, select all transactions.
  3. Click on Batch actions.
  4. Select Exclude Selected.
  5. Go to the Excluded tab.
  6. Select all transactions and click on Batch actions.
  7. Click Delete.

If you want to match your bank transaction after you've uploaded them, here's an article for more information. Match and Categorize Bank Transactions in QuickBooks Online.

 

If you have any concerns, please let us know so we can help you.

Highlighted
Level 1

Can I undo a qbo upload to the wrong bank account?

Thanks for that reply...BUT, don't think that will work for me because: a couple of years worth of monthly qbo's were uploaded into the busines account when they should have been uploaded into the household account.  Is there anything reasonable that can be done to reverse that or should I just delete everything and start all over again?

 

Awaiting your answer with apparently lots of time on my hands now ;-(

 

George

Highlighted
QuickBooks Team

Can I undo a qbo upload to the wrong bank account?

I know it's convenient if we can easily undo the imported transactions, Drgeorge.

 

Although, the steps provided by my colleague is the only way for us to import them to the correct account. 

 

You can undo the transactions by batch instead of deleting everything. I'll share with you the steps:

  1. Click Banking, then go to the Banking tab.
  2. Select the bank account.
  3. Go to the Reviewed tab.
  4. Select the transactions you want to undo, then click Undo.

These transactions will go back to the For Review tab. Just follow the steps at the top on how to exclude and delete them. 

 

Once done, you can import these transactions using the WebConnect or Excel CSV files to the correct bank account. 

 

Get back to this thread if you have more questions. We're here to fill you in. 

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