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August 18, 2022
Solved

How do I delete imported data?

  • August 18, 2022
  • 2 replies
  • 1 view
I need to either delete the csv file I imported or switch every single line item from revenue to expense.
Best answer by AlcaeusF

Hello, @kayla-tindle-ttu.

 

I'm here to share information about deleting imported data in QuickBooks Online (QBO).

 

When transactions are already imported to QBO, changing the line items from revenue to expense is currently unavailable. Though, you can delete the transactions and re-import them again by following these steps:

 

  1. In QBO, go to the Banking menu on the left pane.
  2. From the Banking page, click the For Review tab.
  3. Find and check the boxes of the imported transactions.
  4. Click the Batch Actions drop-down menu, and choose Exclude Selected.

 

Once excluded, these transactions will show up in the Excluded tab, and that's where you can delete them. Here's how:

 

  1. From the Excluded section, check the boxes of the transactions you want to delete.
  2. Click the Batch Actions drop-down menu, and select Delete.
  3. Click Yes to confirm.

 

After that, you can now proceed with importing them again with the correct format. For further guidance with the process, consider checking out these articles:

 

 

To ensure your books are accurate and there aren't any duplicate transactions, you can do a reconciliation. Refer to this article for the detailed steps on how to do it: Reconcile an account in QuickBooks Online.

 

I also recommend visiting our website for more tips and other resources: QBO self-help articles.

 

Let me know in the comment below if you have follow-up questions about importing data or anything else QBO. I'm always ready to help. Stay safe.

2 replies

Fiat Lux - ASIA
Level 14
August 18, 2022

You can utilize a deleter tool

https://transactionpro.grsm.io/qbo

 

AlcaeusF
AlcaeusFAnswer
Level 14
August 18, 2022

Hello, @kayla-tindle-ttu.

 

I'm here to share information about deleting imported data in QuickBooks Online (QBO).

 

When transactions are already imported to QBO, changing the line items from revenue to expense is currently unavailable. Though, you can delete the transactions and re-import them again by following these steps:

 

  1. In QBO, go to the Banking menu on the left pane.
  2. From the Banking page, click the For Review tab.
  3. Find and check the boxes of the imported transactions.
  4. Click the Batch Actions drop-down menu, and choose Exclude Selected.

 

Once excluded, these transactions will show up in the Excluded tab, and that's where you can delete them. Here's how:

 

  1. From the Excluded section, check the boxes of the transactions you want to delete.
  2. Click the Batch Actions drop-down menu, and select Delete.
  3. Click Yes to confirm.

 

After that, you can now proceed with importing them again with the correct format. For further guidance with the process, consider checking out these articles:

 

 

To ensure your books are accurate and there aren't any duplicate transactions, you can do a reconciliation. Refer to this article for the detailed steps on how to do it: Reconcile an account in QuickBooks Online.

 

I also recommend visiting our website for more tips and other resources: QBO self-help articles.

 

Let me know in the comment below if you have follow-up questions about importing data or anything else QBO. I'm always ready to help. Stay safe.

July 11, 2023

What if I have already excepted the transactions?

Level 8
July 11, 2023

Good afternoon, @LK Tucker

 

Thanks for joining in on this thread. 

 

To clarify, are you referring to  already "accepting" the transactions in the "For review" tab? (This means they would be in the categorized section) 

 

If so, you'll need to undo the transactions back to the "For Review" section and then use the steps my colleague provided above. Here's how: 

 

  1. Go to the Banking tab. 
  2. Click on the bank tile. 
  3. Press the Categorized tab. 
  4. Select Undo on each transaction that you'd like to exclude in the end. 

 

This action will put the transactions back to the "For Review" section so that you're able to exclude them and use the instructions my colleague provided. In the meantime, you can review this guide to help you in the future: 

 

Categorize and match online bank transactions in QBO

 

This should do the trick. If you have any further questions, don't hesitate to ask. Have a great day!