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kirnyc
Level 1

How do I delete transactions from an excel import? I did the wrong sign for the expenses and they are all opposite. I can't edit the amount or manually delete them.

 
1 Comment 1
RCV
QuickBooks Team
QuickBooks Team

How do I delete transactions from an excel import? I did the wrong sign for the expenses and they are all opposite. I can't edit the amount or manually delete them.

Let me help you delete the imported Excel transactions in your account, kirnyc.

 

We can go to the Import transactions page to delete the imported file.

 

Here's how: 

 

  1. Click the Gear icon, on the top menu.
  2. Select Imports.
  3. Choose the bank name with imported.CSV files.
  4. Once you see the list of imported data, click the trash icon to delete all the imported transactions with that file.

You can also manually exclude them on the Transactions page. This way, the transactions will be removed from your tax year calculations in the Home or Expense screens.

 

Let me show you how:

 

  1. Go to the Transactions menu.
  2. Look for the transactions you want to exclude.
  3. Under the ACTION column, click the drop-down arrow to view more details. 
  4. Check the Exclude this transaction box.
  5. Tap Save.

For more details about this one, check out this article: Exclude or delete transactions

 

Once done, try importing the correct data again into QuickBooks Self-Employed (QBSE). Just refer to this article for the steps and details: Import transactions from other sources.

 

I've got a link here that provides you with articles about managing your bank feeds: https://quickbooks.intuit.com/learn-support/en-us/banking/07?product=QuickBooks%20Self-Employed.

 

Fill me in if you need a hand with creating bank rules or any QBSE related. I'll be here to ensure your success. 

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