Solved: I downloaded transactions into bank feed that were old. How do I delete the unmatched transactions?

betsy1 · ‎12-10-2018

They are old transactions that were downloaded prior to my QB start date...how do I delete them once they've been downloaded.

Kristine Mae · ‎12-10-2018

Hey there betsy,

It would be a delight to assist you with your bank feeds concern today.

To remove or delete transactions from the Bank feeds, you have to ignore them.

Let me show you how:

Click the Banking menu.
Go to Bank Feeds, then choose Bank Feeds Center.
Choose the bank account, then click Transaction List.
On the Transaction List page, put a check mark on the box column to select the transactions you want to delete.
Click Batch actions, the choose Ignore.
You'll receive a message, "Are you sure you want to delete this transaction?", just click Yes.

That should do it! Visit us anytime if you have other concerns. Have a wonderful day!

View solution in original post

pbeauchamp001 · ‎12-10-2018

COULD YOU PLEASE GIVE ME DETAIL ON HOW TO DO THAT

qbteachmt · ‎12-10-2018

@pbeauchamp001 You asked your own topic, which is great, because this one is Not for using QB Online.

Kristine Mae · ‎12-10-2018

Hey there betsy,

It would be a delight to assist you with your bank feeds concern today.

To remove or delete transactions from the Bank feeds, you have to ignore them.

Let me show you how:

Click the Banking menu.
Go to Bank Feeds, then choose Bank Feeds Center.
Choose the bank account, then click Transaction List.
On the Transaction List page, put a check mark on the box column to select the transactions you want to delete.
Click Batch actions, the choose Ignore.
You'll receive a message, "Are you sure you want to delete this transaction?", just click Yes.

That should do it! Visit us anytime if you have other concerns. Have a wonderful day!

View solution in original post

betsy1 · ‎12-10-2018

There is no 'Transaction List' in the Bank Feeds window. Where do I find that?

Kristine Mae · ‎12-10-2018

Hello betsy,

Thanks for getting back to me.

The Transaction List button is located at the upper right corner of the Bank Feeds page. I have updated my answer at the top and added a screenshot so you'll know where I'm referring to.

Please let me know if you find the Transaction List button or if you need any help.

betsy1 · ‎12-10-2018

Kristine: that is not what my bank feeds window looks like - wich explains why I can't find the Transaction List button you've talke about. I took a screen shot of what mine looks like but am not sure now to show you what I see.

Kristine Mae · ‎12-10-2018

Hello besty,

Thanks for the clarification. It seems you are using the Classic Mode Bank Feeds. The option to delete a single unmatched transaction if you are in the Classic Mode is currently unavailable.

Here's how to remove multiple downloaded transactions:

1. Click the Banking menu.
2. Go to Bank Feeds, then choose Bank Feeds Center.
3. Go to the Items Received From Financial Institution section.
4. Click the statement you want to delete.
5. Click the Delete button.
6. On the Delete Statement window that appears, Click Yes.

Please let me know how it goes. Thanks again.

betsy1 · ‎12-10-2018

Kristine: well at least we now know why my options were different than your options. Unfortunately, I did what you instructed originally. My assumption being, that when that download was gone, those unmatched items would not appear in my 'Match Transactions' window. BUT, they still do. I have been dealing with this for over a year now and might just have to deal with it. It's frustrating there isn't another way to remove them because I have to scroll to my new feed at the bottom of the list and then I get an error message from QB's when I'm done saying that not all transactions have been matched. Which I am well aware is the case.

Kristine Mae · ‎12-10-2018

Hello betsy,

I want to make sure this is taken care of.

To have this further checked, you can contact QuickBooks Technical Support. They have more tools, like screen sharing, that can help you.

Here's how you can contact us:

1. Open a browser, navigate to: <a rel="nofollow" target="_blank" href="https://help.quickbooks.intuit.com/contact">https://help.quickbooks.intuit.com/contact</a>.
2. Choose your QuickBooks Product.
3. Select your QuickBooks version.
4. On the Contact Us page, click on your issue/topic.
5. Click the Get Phone Number button to see the support number.

Don't hesitate to post anytime in the Community if you have other concerns. Take care!

betsy1 · ‎12-10-2018

Thank you- going there now to see what they can do to assist.

qbteachmt · ‎12-10-2018

In Classic Mode, this is even Easier. Just Delete the Entire file.

You can see this in my attachments.

betsy1 · ‎12-10-2018

Thank you- didn't realize that I could edit my bank feed in the company preferences and low and behold there is a transaction list button in that view mode. Got it done!

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