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Accidentally duplicated deposit when trying to transfer funds from QB to Bank? How to delete? How to transfer?

 
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Best answer June 18, 2020

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QuickBooks Team

Accidentally duplicated deposit when trying to transfer funds from QB to Bank? How to delete? How to transfer?

Hello, pjewell. 

 

I'm happy to help you get this resolved. Click the Banking tab and follow these steps and you'll be on your way in no time. 

  1. Select the appropriate bank account.
  2. In the For Review tab, find and select the deposit you want to delete.
  3. Click the Batch actions drop-down, then select Exclude Selected.
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  4. Once done, go to the Excluded tab.
  5. Put a check-mark to the deposit and select Delete from the Batch actions drop-down.
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  6. Hit Yes to confirm.

In addition to these steps, here's an article you can ready for more details on how to exclude Deposits from Downloaded Bank Transactions

 

Also, if you're looking to categorize your downloaded banking transactions, refer to this article: Assign, Categorize, Edit, and Add your Downloaded Banking Transactions.

 

If there's anything else you heen assistance with, feel free to post down below. Thank you for your time and have a lovely afternoon. 

 

View solution in original post

2 Comments
Highlighted
QuickBooks Team

Accidentally duplicated deposit when trying to transfer funds from QB to Bank? How to delete? How to transfer?

Hello, pjewell. 

 

I'm happy to help you get this resolved. Click the Banking tab and follow these steps and you'll be on your way in no time. 

  1. Select the appropriate bank account.
  2. In the For Review tab, find and select the deposit you want to delete.
  3. Click the Batch actions drop-down, then select Exclude Selected.
    undefined
  4. Once done, go to the Excluded tab.
  5. Put a check-mark to the deposit and select Delete from the Batch actions drop-down.
    undefined
  6. Hit Yes to confirm.

In addition to these steps, here's an article you can ready for more details on how to exclude Deposits from Downloaded Bank Transactions

 

Also, if you're looking to categorize your downloaded banking transactions, refer to this article: Assign, Categorize, Edit, and Add your Downloaded Banking Transactions.

 

If there's anything else you heen assistance with, feel free to post down below. Thank you for your time and have a lovely afternoon. 

 

View solution in original post

Highlighted
Level 1

Accidentally duplicated deposit when trying to transfer funds from QB to Bank? How to delete? How to transfer?

Got it! Thanks so much for your help. 

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