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Level 1

How domin edit or delete transactions i downloaded i chose to put them all as income or deposit by mistake

 
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QuickBooks Team

How domin edit or delete transactions i downloaded i chose to put them all as income or deposit by mistake

Hi there, @bradleybunchinc8.


Thanks for reaching out to the Community. I can help you edit or delete your downloaded transactions in QuickBooks Online. 


If they're already showing under the In QuickBooks tab, you would need to undo the transactions to edit them. Here’s how:
1.    Go to Banking from the left pane and select Banking.
2.    Choose your bank and select In QuickBooks.
3.    Select all of the downloaded transactions you want to edit by adding a check mark on the boxes next to the date.
4.    Click Undo.

 


Once done, all the selected transactions will now show on the For Review tab. To edit them, follow the steps below: 
1.    Go to Banking from the left pane and select Banking
2.    Choose your bank and select For Review.
3.    Click the transaction to edit. 
4.    Hit Add, Match or Transfer to move it back to In QuickBooks.


For more information, check out this article: Assign, categorize, edit, and add your downloaded banking transactions.


However, if you wish to start fresh by deleting the transactions, you would have to exclude them first. Here’s how:
1.    From the For Review tab, select the boxes of the transactions to exclude.
2.    Click the Batch actions drop-down and choose Exclude Selected

 


These transactions will still show on the Excluded tab for reference or review but are not tracked or reported as part of your business. Take a look this article to learn more: How to exclude expenses from downloaded bank transactions.


After that, you can start downloading transactions with the right information. 


That should answer your question for today. Let me know how it goes by leaving a comment below. I’ll be on a lookout for your response. 
 

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