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adeeparker
Level 1

How to delete all transactions in Banking tab?

The transactions were added from bank statements by accountant. Would like to delete the unmatched items from the Banking section.
1 Comment 1
CharleneMaeF
QuickBooks Team

How to delete all transactions in Banking tab?

I'm here to help remove all the unmatched transactions, adeeparker.

 

Let's use the Exclude feature in the For review tab. Doing so ensures you can delete your bank data in QuickBooks Online. 

 

Here's how:

 

  1. Go to the Bookkeeping menu and then select Transactions.
  2. Select Bank transactions.
  3. Click the For Review tab.
  4. Tick the checkbox beside the Date.
    Capture.PNG
  5. Once done, click Exclude.

 

For more details, please see this article: Exclude a Bank Transaction You Downloaded.

 

Additionally, I've added these articles that'll guide you in matching your QuickBooks accounts to your bank and credit card statements:

 

I'm still all ears if you need further assistance managing your bank transactions, reconciliation, etc. Just add your reply below, and I'll circle back to help you.

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