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Quickbooks Online previous transactions downloaded

I wanted to start quickbooks online with 2019. When i downloaded from the bank it pulled transactions from prior to 2018. Now my bank balance and QB balance are not the same. How can I remove or revert the bank transaction from 2018 that I haven't reconciled?

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QuickBooks Team

Re: Quickbooks Online previous transactions downloaded

Hello there, nsaylor.

 

You can exclude your transactions to fix your bank balance. I'll walk you through how.

  1. Click Banking, then Banking at the top.
  2. In the For Review tab, mark the transactions you want to exclude.
  3. Click the Batch actions drop-down, the click Exclude Selected.

If the transactions are already in the Reviewed tab, you can Undo these transactions and exclude them.

 

You can read this article for more information: How to fix differences between QuickBooks balance and bank balance.

 

I've also added this article for future reference: Reconcile hub.

 

Get back to me if you have additional questions. I'd be sure to jump in as quickly as I can.

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