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Experienced Member

How can I delete 390 incorrect Credit Card (CSV) transactions that I uploaded ($ & () symbols confused the upload data and all entered in "Received" column?

 
Solved
Best answer 04-15-2019

Accepted Solutions
QuickBooks Team

Re: How can I delete 390 incorrect Credit Card (CSV) transactions that I uploaded ($ & () sym...

Hello dennis.ogawa,

 

Thank you for dropping by here in the Community. I'd be glad to help you with your concern about the Credit Card transactions in QuickBooks Online.

 

When importing bank transactions using the WebConnect feature, the data downloaded will depend on the file coming from your bank. QuickBooks Online currently supports the 3 or 4 columns format only.

 

To ensure you'll get the results you need, please make sure you have the correct CSV template format. You can do this by opening the file manually and checking if there amounts in negative figures.

 

I'm linking an article with additional information on this, such as using Excel CSV files:
 

How to import bank transactions using Excel CSV files.

 

For downloaded transactions that aren't correct, you can use the Exclude feature and delete it from there. In case you need the steps, here's how:

 

  1. On the left panel, click Banking.
  2. Go to the Banking tab.
  3. Choose your bank account.
  4. Go to the For Review tab.
  5. Put a check mark on the transactions you want to exclude.
  6. Click the drop-down arrow next to For Review.
  7. Click Exclude Selected.
  8. Go to the Excluded tab.
  9. Put a check mark on the transactions.
  10. Click the Batch actions drop-down to delete.

For your visual reference, see the screenshot below:

 

 

I look forward to serving you to the best of my ability. If you need more help with your bank transactions, please know the Community has your back.

3 Comments
QuickBooks Team

Re: How can I delete 390 incorrect Credit Card (CSV) transactions that I uploaded ($ & () sym...

Hello dennis.ogawa,

 

Thank you for dropping by here in the Community. I'd be glad to help you with your concern about the Credit Card transactions in QuickBooks Online.

 

When importing bank transactions using the WebConnect feature, the data downloaded will depend on the file coming from your bank. QuickBooks Online currently supports the 3 or 4 columns format only.

 

To ensure you'll get the results you need, please make sure you have the correct CSV template format. You can do this by opening the file manually and checking if there amounts in negative figures.

 

I'm linking an article with additional information on this, such as using Excel CSV files:
 

How to import bank transactions using Excel CSV files.

 

For downloaded transactions that aren't correct, you can use the Exclude feature and delete it from there. In case you need the steps, here's how:

 

  1. On the left panel, click Banking.
  2. Go to the Banking tab.
  3. Choose your bank account.
  4. Go to the For Review tab.
  5. Put a check mark on the transactions you want to exclude.
  6. Click the drop-down arrow next to For Review.
  7. Click Exclude Selected.
  8. Go to the Excluded tab.
  9. Put a check mark on the transactions.
  10. Click the Batch actions drop-down to delete.

For your visual reference, see the screenshot below:

 

 

I look forward to serving you to the best of my ability. If you need more help with your bank transactions, please know the Community has your back.

Experienced Member

Re: How can I delete 390 incorrect Credit Card (CSV) transactions that I uploaded ($ & () sym...

Thank you! I was able to select the incorrect records, Exclude them and then delete the records. I found the excel format the worked best was to separate the negative numbers into a second column then import the CSV file. Thank you for the quick response & assistance!

 

Highlighted
QuickBooks Team

Re: How can I delete 390 incorrect Credit Card (CSV) transactions that I uploaded ($ & () sym...

Hello again, dennis.ogawa.

 

Let me start by saying how much I appreciate your response regarding the incorrect credit card transactions in QuickBooks Online. I'm glad to know the steps above help you get back in track.

 

If you need some additional insights with adding, matching, or excluding transactions in the future, I'm adding the article I recommend on this:

 

Add and match downloaded banking transactions.

 

Thanks for dropping in and have a wonderful rest of your week. Please know I'm always available here anytime to help you with your QuickBooks needs.