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bluewinginspecti
Level 1

Good afternoon. New to QB am using GBSE and have made a mess of my PayPal account transactions. I want to start clean, no transactions. Help!

 
Solved
Best answer December 30, 2019

Best Answers
JaneD
Moderator

Good afternoon. New to QB am using GBSE and have made a mess of my PayPal account transactions. I want to start clean, no transactions. Help!

I also have a PayPal account connected in QuickBooks Self-Employed (QBSE), bluewinginspecti.

 

At this time, you can only exclude transactions if you don't want them to be tracked or reported as part of your business finances. I'll take note of your feedback and send this to our engineers. They can put customer's ideas to work in the future.

 

To keep up with all QBSE new features, you can check our blog through this link: https://quickbooks.intuit.com/blog/.

 

Stay tuned for more updates by also connecting with us here in the Community. If you have any other concerns, let us know. We're always here to help.

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7 Comments 7
AlcaeusF
Moderator

Good afternoon. New to QB am using GBSE and have made a mess of my PayPal account transactions. I want to start clean, no transactions. Help!

Thank you for posting here in the Community, @bluewinginspecti.

 

If you're referring to the data downloaded from a connected PayPal account, you can do it through the Banking section.

 

To delete your data from a web browser, here's how:

 

  1. Go to the Gear icon and select Bank Accounts
  2. Search for the account you want to delete, then select the trash icon in the upper-right.
  3. Enter “DELETE”, then select Delete to confirm. 

For future reference, check out the Delete all of your data article. It also provides detailed instructions for the mobile app.

 

Stay in touch whenever you have additional questions about our product. I’m here to make sure you’re taken care of. Have a great rest of the day.

bluewinginspecti
Level 1

Good afternoon. New to QB am using GBSE and have made a mess of my PayPal account transactions. I want to start clean, no transactions. Help!

I have deleted the PayPal account from GBSE several times and when I reconnect it, all the transactions reappear. When I go to delete CSV files under imports it says "you haven't imported any files yet" and there is no option to delete anything.

AlcaeusF
Moderator

Good afternoon. New to QB am using GBSE and have made a mess of my PayPal account transactions. I want to start clean, no transactions. Help!

Hi again, @bluewinginspecti.

 

When you connect the PayPal account, the system downloads recent transactions automatically. This process allows you to skip manual data entry in QuickBooks Self-Employed.

 

If you want the account to stay connected, but start with zero transactions, you can exclude or delete them manually. Here's how:

 

  1. Open the transaction from the Transaction page.
  2. Select the transaction.
  3. Select Delete, then choose Yes to confirm.

For future reference, visit the Exclude or delete transactions article. It contains the detailed steps for accessing through the web browser and mobile app.

 

Stay in touch whenever you have additional questions about QBO. I’m here to make sure you’re taken care of. Have a great rest of the day.

bluewinginspecti
Level 1

Good afternoon. New to QB am using GBSE and have made a mess of my PayPal account transactions. I want to start clean, no transactions. Help!

I appreciate your help, however there is no DELETE option in these transactions, only EXCLUDE. I have transactions provided by PayPal for the last 3 months of the year and prior to that the information in that account is through a CSV file I downloaded and modified from the PayPal website which does not show up anywhere. Where is this account getting the information for the first 9 months? A folder in my computer?
I don't want to exclude all those transactions as I will have to look at them (cluttered) and there is always the risk some of them will be reactivated.
I want to completely eliminate all data in JUST the PayPal account and manually download the statements to that account.
Deleting the account and reactivating it doesn't work.
Thanks

JaneD
Moderator

Good afternoon. New to QB am using GBSE and have made a mess of my PayPal account transactions. I want to start clean, no transactions. Help!

I also have a PayPal account connected in QuickBooks Self-Employed (QBSE), bluewinginspecti.

 

At this time, you can only exclude transactions if you don't want them to be tracked or reported as part of your business finances. I'll take note of your feedback and send this to our engineers. They can put customer's ideas to work in the future.

 

To keep up with all QBSE new features, you can check our blog through this link: https://quickbooks.intuit.com/blog/.

 

Stay tuned for more updates by also connecting with us here in the Community. If you have any other concerns, let us know. We're always here to help.

bluewinginspecti
Level 1

Good afternoon. New to QB am using GBSE and have made a mess of my PayPal account transactions. I want to start clean, no transactions. Help!

Thank you for taking this into consideration. Is there a reason why EXCLUDE is and DELETE is not an option in GBSE?
This seems strange to me if it is available elsewhere. Everyone makes mistakes, the need to clear out and start over is important especially in accounting, right?

Junife_I
Moderator

Good afternoon. New to QB am using GBSE and have made a mess of my PayPal account transactions. I want to start clean, no transactions. Help!

Hi, bluewinginspecti.

 

Deleting transactions that are downloaded directly from a connected bank permanently removes them from your account. Also, please know that this action is irreversible. 

 

However, you can still exclude them. This enables you to hide the transactions from your list of actual income and expenses. Also, these transactions will not be included in your Schedule C reporting and calculation of taxes. 

 

Meanwhile, you can remove all your data in QuickBooks Self Employed and start a clean slate. For more detailed steps, you can check this article: Delete all of your data.

 

If you have duplicate bank transactions, you can read through this article for step-by-step instructions: Handle duplicate transactions in QuickBooks Self-Employed

 

Keep me posted if you have other questions about managing your bank transactions. 

 

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