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shilde
Level 1

I just downloaded baking transactions into the wrong account, how can I delete them?

I just downloaded banking transactions into the wrong account, how can I delete them?

They are currently unmatched, waiting to be added to the register. I'd like to delete the whole batch of transactions without adding them all to the register.

I am currently in classic mode in the banking feed center preferences.

1 Comment 1
FateCandylaneT
QuickBooks Team

I just downloaded baking transactions into the wrong account, how can I delete them?

Importing transactions into the right account ensures accurate recording of these entries, shilde. Let me add details to this further.

 

In QuickBooks Online, the program automatically downloads recent bank transactions connected to your company file. Thus, you can exclude the entries downloaded from the incorrect account and import your financial data to the correct banking account.

 

Also, excluding them won't allow transactions to appear again in your bank feeds. To do this, here's how to exclude downloaded entries from the incorrect account:

 

  1. In your QBO account, go to Transactions, then click Bank Transactions.
  2. Select the affected bank account.
  3. From the For Review tab, tick the transactions downloaded to the incorrect account.
  4. Then, click Exclude.

 

Once done, import your transactions to the correct account.

 

On the other hand, you can learn more insights in this guide if you're handling multiple subaccounts when downloading your entries: About bank or credit card subaccount setup.

 

Additionally, if you need help managing your chart of accounts, you can partner with QuickBooks Live Experts and feel more confident in managing your overall financial data.

 

Moreover,  you can start reconciling your accounts to ensure they always match your bank and credit card statements.

 

If there are any additional queries when managing bank entries, ping a reply on this forum so we can provide further assistance. Keep safe and have a good one!

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