Delete transactions from register from prior year

Thank you for visiting the QuickBooks Community, Debrawo.

You have the option to either exclude or permanently delete the downloaded transactions from last year on your banking page. Follow the steps below for your guide:

Here's how to exclude:

1. Go the Banking menu and choose the For Review tab.
2. Select the transactions you want to exclude.
3. Click the Batch Actions drop-down arrow and select Exclude Selected.

This will move the transactions to the Excluded tab from the For Review tab.

You may find this article handy to learn more about the process of excluding downloaded transactions in QBO.

to permanently delete them, you can follow the steps below:

1. Go to the Excluded tab.
2. Select transactions to delete.
3. Click the Batch Actions.
4. Hit Delete. 

In addition, you visit these links for guidance about the reconciliation process in QBO:

• Reconcile an account in QuickBooks Online
• Learn the reconcile workflow in QuickBooks

Please don't hesitate in responding if you have any further questions. I'll be here to help. Have a wonderful day!

Thank you so much for your help!

You're most welcome, Debrawo.

The Community is always here should you have other concerns. It's my pleasure to help you. Enjoy the rest of the day!

So my client just switched over to online and every transaction for 2020 has a error when you add etc that says it will affect the prior year closing info. Do these have to be added in yet or can we just ignore all of them?

Thank you for reaching out to us, @Lisa Hansen1.

I'll be happy to help you with your deleted transactions concern.

If the transactions are already downloaded in the bank, you can exclude and remove them, But in case you wanted to add it manually, no need to add it already since the previous year is closed.

To exclude a transaction in QuickBooks Online.

Here's how:

1. Click the  Banking option
2. Choose the Banking tab.
3. Click the For Review tab.
4. Choose the checkbox of the transactions to exclude.
5. Select Exclude.

You can also check on this article: Reconcile an account in QuickBooks Online for more information about deleted transactions.

We're always here in the Community to help if you have other questions related to QuickBooks. Stay safe!

How can you apply the same on Quickbooks Pro Plus 2023?

How can the same be applied using Quickbooks Pro Plus 2023?

We appreciate you for joining the Community and a warm welcome, @BKG1. Thanks for posting a question here for the first time. 

I'll share some insights about deleting your transactions from the register from the prior year. You can delete the previous year's transactions from your QuickBooks Pro Plus 2023, doing this one at a time. I'll show you how:

1. Click Lists in the main menu bar and then select Chart of Accounts.
2. Click to open the account with the transactions you want to void.
3. Select the transaction. Click Edit in the main menu and then click Void.
4. Click Save and Close to save the voided transaction.

You can repeat this procedure for each transaction you want to delete.

You may visit this article to learn the reconciling workflow: Learn the reconcile workflow in QuickBooks.

Post again here in the Community for further QuickBooks-related concerns. Have a nice day!

I want to delete the entire year of transactions at once. Is there a way to do it? It will be daunting to delete one at a time.

We can only delete a transaction from your COA one by one, @BKG1. I'll route you to the right department where you can submit your feature request.

I know how convenient it is to delete multiple entries at once. Since this feature is only available for Bank feeds, you'll want to submit feedback to our Product Development Team. They will evaluate these and pick some of them to include in future updates. 

Here’s how:

1. Go to the Gear icon.
2. Under the Profile column, click on Feedback.
3. Share your feedback. Then, click Next.

You'll want to track your suggestion through this website. You can also visit our blog to keep up with all of our recent events and developments.

See this article to learn what to do with the accounts you no longer use: Make an account inactive on your chart of accounts in QuickBooks Online. This will help you organize your COA.

You can also merge your accounts in the program. For the complete process, check out this guide: Merge duplicate accounts, customers, suppliers, and employees in QuickBooks Online.

Drop me a reply if you have other questions about deleting transactions. I'm always happy to assist you further. Have a great day ahead.