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carmeng76
Level 1

Hi, the wrong bank account transactions were downloaded, how can I bulk delete them

 
1 Comment 1
EduardA
QuickBooks Team

Hi, the wrong bank account transactions were downloaded, how can I bulk delete them

Hi @carmeng76,

 

If you're using the QuickBooks Solopreneur subscription, transactions can only be excluded, not deleted. Excluded transactions won't be included in your tax calculations or reports.

 

However, if you exclude transactions that were added manually or imported from a .CSV file, they'll be permanently deleted. (This is the warning prompt in Step 3.)

 

Here's how to bulk exclude transactions in Solopreneur:

 

  1. Go to Transactions, then select Bank transactions.
  2. Check the box next to the downloaded transactions you want to exclude.
  3. Click Exclude, and you'll see a warning prompt.
    image (196).png
  4. Select Exclude transactions.

 

If you ever need to undo an excluded transaction, refer to the latter part of this article: Exclude bank transactions in QuickBooks Solopreneur.

 

For QuickBooks subscriptions other than Solopreneur, such as Simple Start, Essentials, Plus, or Advanced, check out the Excluding vs. deleting section of the following article: Exclude a bank transaction you downloaded into QuickBooks Online.

 

If you have any other questions or need help with QuickBooks, click the Reply button below, and we’ll respond promptly to assist you.

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