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djbarber
Level 1

I want to remove EVERYTHING from all bank accounts pre Jan 1st, 2020, as my business started on that day, How can I only have bank information from 1/1/2020 forward?

 
3 Comments
MirriamM
Moderator

I want to remove EVERYTHING from all bank accounts pre Jan 1st, 2020, as my business started on that day, How can I only have bank information from 1/1/2020 forward?

Welcome to the Community forum, @djbarber.

 

You can exclude transactions if you don't need them. Doing so will stop QuickBooks Self-Employed (QBSE) from including any income or expense transactions from your tax year calculations in the Home or Expense screens.

 

To exclude transactions, here's what you'll need to do:

  1. In the left menu, click Transactions.
  2. Filter the Date to Last year
  3. Click the box beside the DATE column to select all transactions. 
  4. Choose Exclude, then hit the Apply button. 

To learn more about excluding transactions in QBSE, you can refer below articles:

I'm always here for you if you have any other questions. Just leave a comment below. Have a great day!

malumoto
Level 1

I want to remove EVERYTHING from all bank accounts pre Jan 1st, 2020, as my business started on that day, How can I only have bank information from 1/1/2020 forward?

It is posible?

GlinetteC
Moderator

I want to remove EVERYTHING from all bank accounts pre Jan 1st, 2020, as my business started on that day, How can I only have bank information from 1/1/2020 forward?

Good day, malumoto.

 

Are you trying to delete a downloaded transaction via a bank connection? If so, we're unable to delete a transaction that was downloaded through a bank connection. However, we can exclude them. You may follow the steps provided by my colleague on how exclude them in QuickBooks.

 

I would also encourage you checking out these articles for more details about excluding transactions in QBSE:

I'd appreciate it if you can give me an update on this. I want to make sure everything is taken care of for you.

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