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MattLewis
Level 2

Cannot delete transactions in QBSE

I imported CSV file from my bank, and not I need to delete the transactions. I cannot.
Solved
Best answer December 28, 2020

Best Answers
Adrian_A
Moderator

Cannot delete transactions in QBSE

You have me to help you delete the transactions, MattLewis.

 

Let me guide you with these steps:

 

  1. From the Gear icon, select Imports.
  2. Locate the bank account with the imported transactions.
  3. Under ACCOUNT NAME, click the bank's name.
  4. In the Files imported section, click the delete (trash) icon.

 

If you want to categorize other transactions, you may check this reference: Categorize transactions in QuickBooks Self-Employed.

 

I'm just a post-away if you need help. Keep safe!

View solution in original post

2 Comments
Adrian_A
Moderator

Cannot delete transactions in QBSE

You have me to help you delete the transactions, MattLewis.

 

Let me guide you with these steps:

 

  1. From the Gear icon, select Imports.
  2. Locate the bank account with the imported transactions.
  3. Under ACCOUNT NAME, click the bank's name.
  4. In the Files imported section, click the delete (trash) icon.

 

If you want to categorize other transactions, you may check this reference: Categorize transactions in QuickBooks Self-Employed.

 

I'm just a post-away if you need help. Keep safe!

View solution in original post

MattLewis
Level 2

Cannot delete transactions in QBSE

Wow! Thank you! Fast and terrific solution. Worked perfectly. 

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