Hello, @kayla-tindle-ttu.
I'm here to share information about deleting imported data in QuickBooks Online (QBO).
When transactions are already imported to QBO, changing the line items from revenue to expense is currently unavailable. Though, you can delete the transactions and re-import them again by following these steps:
- In QBO, go to the Banking menu on the left pane.
- From the Banking page, click the For Review tab.
- Find and check the boxes of the imported transactions.
- Click the Batch Actions drop-down menu, and choose Exclude Selected.
Once excluded, these transactions will show up in the Excluded tab, and that's where you can delete them. Here's how:
- From the Excluded section, check the boxes of the transactions you want to delete.
- Click the Batch Actions drop-down menu, and select Delete.
- Click Yes to confirm.
After that, you can now proceed with importing them again with the correct format. For further guidance with the process, consider checking out these articles:
To ensure your books are accurate and there aren't any duplicate transactions, you can do a reconciliation. Refer to this article for the detailed steps on how to do it: Reconcile an account in QuickBooks Online.
I also recommend visiting our website for more tips and other resources: QBO self-help articles.
Let me know in the comment below if you have follow-up questions about importing data or anything else QBO. I'm always ready to help. Stay safe.
