cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Level 2

Delete Bulk entries from Banking (QBO Accountant)

Hello,

 

I have the Online Accountant version and would like to delete bulk entries from my Bank.

The Help articles say I should be able to do it under Banking/ In Quickbooks tab, which I don't have.

 

Is there a way to delete entries as a Batch action somewhere?

If not, would deleting the Bank account resolve my issue, aka can I delete the Bank account with all the entries included and without any trace in QB? (I accidentally imported multiple years into QB, whereas I would like to start using it only from a specific FY, and so I want to get rid off all historic movements before that year).

 

Many thanks,

Christina

Solved
Best answer April 05, 2019

Best Answers
Highlighted
QuickBooks Team

Delete Bulk entries from Banking (QBO Accountant)

The "In QuickBooks" tab is already updated as the Reviewed tab, Christina. 

 

If the transactions that you want to delete (Exclude) are added and matched, they appear in your Reviewed tab. You'll need to Undo them first so they will show up in the For Review page. From there, you can exclude them by batch. 

 

Here's how: 

  1. From the Banking page, choose the bank account.
  2. Click the Reviewed tab and select multiple transactions needed to be excluded.
  3. Then, click the Undo button. 
  4. Go to the For Review tab to exclude batch transactions. 
  5. Mark a check on the transactions and then click the Batch actions drop-down arrow and select Exclude Selected

However, it's not advisable to disconnect a bank account but I have here an article as your reference if you prefer to: Disconnect or delete an account from the Downloaded Transactions page

 

Reach out to me if you need further assistance. Have a great day! 

View solution in original post

7 Comments 7
Highlighted
QuickBooks Team

Delete Bulk entries from Banking (QBO Accountant)

The "In QuickBooks" tab is already updated as the Reviewed tab, Christina. 

 

If the transactions that you want to delete (Exclude) are added and matched, they appear in your Reviewed tab. You'll need to Undo them first so they will show up in the For Review page. From there, you can exclude them by batch. 

 

Here's how: 

  1. From the Banking page, choose the bank account.
  2. Click the Reviewed tab and select multiple transactions needed to be excluded.
  3. Then, click the Undo button. 
  4. Go to the For Review tab to exclude batch transactions. 
  5. Mark a check on the transactions and then click the Batch actions drop-down arrow and select Exclude Selected

However, it's not advisable to disconnect a bank account but I have here an article as your reference if you prefer to: Disconnect or delete an account from the Downloaded Transactions page

 

Reach out to me if you need further assistance. Have a great day! 

View solution in original post

Highlighted
Level 2

Delete Bulk entries from Banking (QBO Accountant)

Many thanks, it went smooth!
Issue solved.

The Help article relates to the tab In Quickbooks, it might perhaps help to update it as I was really looking for that tab hard :)
Highlighted
QuickBooks Team

Delete Bulk entries from Banking (QBO Accountant)

Greetings, @KBO.

 

I'm glad to hear that it's now resolved and working like a charm!   

 

In case you need tips and help articles in the future, visit our QuickBooks Community help link for reference: QBO Self-help.

 

That should do it. Please know that I'm only a few clicks away if you need anything else. Cheering you to continued success! 

Highlighted
Level 1

Delete Bulk entries from Banking (QBO Accountant)

I did that but when I update my bank info, they reappear under the REVIEW tab?

Highlighted
Moderator

Delete Bulk entries from Banking (QBO Accountant)

Hello there, gmfischer71.

 

The connection between QuickBooks and your bank account will refresh after updating the bank info. This can be the reason why it’s reappearing on the For Review tab.

 

Since you’ve already added and matched the transactions, you can exclude them.

 

Please follow the steps provided by Catherine_B in excluding the items.

 

I'm just around the corner if you still need my help. Thank you.

Highlighted
Level 1

Delete Bulk entries from Banking (QBO Accountant)

Is there another option, if the transactions were not matched.  These transactions came over on the import and are for prior years that we do not wish to cleanup.

I only need 2019 going forward and the books have prior transactions from 2018, 2016, 2015, 2014.

Highlighted
QuickBooks Team

Delete Bulk entries from Banking (QBO Accountant)

Thanks for sharing your concern on this thread, Larisa4663.

 

You have the option to add and categorize the old transactions to the account where you want to post them. 

 

Here's how:

 

  1. Go to Banking on the left panel.
  2. Click the For Review tab.
  3. Select the transaction and choose the account from the Category drop-drown.
  4. Enter the other details and click Add.

I've got this article for reference: Categorize and match online bank transactions in QuickBooks Online.

 

Please let me know if you need anything else, I'm just a post away to help you some more. Take care and stay safe.

Need to get in touch?

Contact us