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D
Debrawo
August 19, 2020
Question

Delete transactions from register from prior year

  • August 19, 2020
  • 10 replies
  • 24 views

Hi there.  I have a client that hasn't ever reconciled his bank statement.   He had started using QBO around February 2020 so when he set up his bank feed it brought over all the transactions from the previous year.   However he has transactions from the previous year in his register which is causing his bank balance in QB to be crazy high.  How is the best way to get them out of the QB balance?  Can I delete the old transactions?   

Thank you for the help!

 

Debra

10 replies

C
Charies_M
Level 9
August 19, 2020

Thank you for visiting the QuickBooks Community, Debrawo.

 

You have the option to either exclude or permanently delete the downloaded transactions from last year on your banking page. Follow the steps below for your guide:

 

Here's how to exclude:

 

  1. Go the Banking menu and choose the For Review tab.
  2. Select the transactions you want to exclude.
  3. Click the Batch Actions drop-down arrow and select Exclude Selected.

This will move the transactions to the Excluded tab from the For Review tab.

 

You may find this article handy to learn more about the process of excluding downloaded transactions in QBO.

 

to permanently delete them, you can follow the steps below:

 

  1. Go to the Excluded tab.
  2. Select transactions to delete.
  3. Click the Batch Actions.
  4. Hit Delete. 

In addition, you visit these links for guidance about the reconciliation process in QBO:

Please don't hesitate in responding if you have any further questions. I'll be here to help. Have a wonderful day!

B
BKG1
March 15, 2023

How can the same be applied using Quickbooks Pro Plus 2023?

J
JamaicaAQuickBooks Team
QuickBooks Team
March 15, 2023

I want to delete the entire year of transactions at once. Is there a way to do it? It will be daunting to delete one at a time.


We can only delete a transaction from your COA one by one, @BKG1. I'll route you to the right department where you can submit your feature request.

 

I know how convenient it is to delete multiple entries at once. Since this feature is only available for Bank feeds, you'll want to submit feedback to our Product Development Team. They will evaluate these and pick some of them to include in future updates. 

 

Here’s how:

 

  1. Go to the Gear icon.
  2. Under the Profile column, click on Feedback.
  3. Share your feedback. Then, click Next.

 

 

You'll want to track your suggestion through this website. You can also visit our blog to keep up with all of our recent events and developments.

 

See this article to learn what to do with the accounts you no longer use: Make an account inactive on your chart of accounts in QuickBooks Online. This will help you organize your COA.

 

You can also merge your accounts in the program. For the complete process, check out this guide: Merge duplicate accounts, customers, suppliers, and employees in QuickBooks Online.

 

Drop me a reply if you have other questions about deleting transactions. I'm always happy to assist you further. Have a great day ahead.

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