How to delete imported transactions

Hi, Alen. 

I can help you in about deleting imported data in QuickBooks Self-Employed (QBSE).

There are two ways to eliminate undesired transactions from QuickBooks: you can either exclude them or delete them.

When dealing with imported transactions downloaded from your bank, it's best to exclude them instead of deleting them, as bank-downloaded transactions cannot be deleted but can be excluded.

When you mark a transaction as excluded, it remains in your records but is not included in your financial statements by QuickBooks. Therefore, it is crucial to verify before excluding any downloaded transactions to ensure its appropriateness for your accounting.

Here's how:

1. Go to the Transactions menu.
2. Find the transaction you want to exclude and select it to expand the view.
3. Select the Exclude this transaction checkbox.
4. Select Save.

See this article for more details and information: Exclude or delete transactions in QuickBooks Self-Employed

After you've excluded the transaction, it will be moved to the list of Excluded transactions. You can then review those transactions there to make sure you have excluded the right one.

I'm adding these articles you can use in the future:

• Categorize transactions in QuickBooks Self-Employed.
• Manually add transactions in QuickBooks Self-Employed.

If you have any further questions or encounter any difficulties with managing your transactions, please don't hesitate to reach out to us again. We're here to assist you every step of the way.

Actually, i need to delete them, the main reason for this is during the import for some odd reason it turned all the withdrawals into deposits and all deposits into withdrawals, making it useless. So i need to delete them, not exclude them, and re-upload, making sure the correct category is attached. 

everywhere i have searched, there is no delete function 

Thank you for your prompt response, alen. I'm ready to provide you with the necessary instructions for removing the transactions you've imported. The steps I've compiled cover every aspect of the deletion process, from accessing the correct menu to confirming the removal of the transactions.

There are two options from which we can remove the imported bank data. First, we can exclude them. This method keeps your data within the system but it won't appear on your financial statements. Second, is by deleting them. This process will permanently remove all of the data from the system, and you won't have an option to recover them. Let me walk you through the process: 

1. Go to the Gear icon and choose Import Transactions.
   
   
2. Select an account and hit Import older transactions.
   
3. On the Files imported section, choose the delete icon.
   
4. Click Delete.
   

Afterward, you can start re-importing the bank transactions and categorize them accordingly. 

I remain at your service, prepared to offer further support for any inquiries you may have about managing bank transactions in QuickBooks Self-Employed (QBSE), alen. I'm here to address your concerns and work diligently to provide effective solutions. Please feel free to express any issues or questions you're facing by leaving a comment below, as I'm committed to addressing them to the best of my ability.    

The import came in all wrong, so I need to delete it and re-import it in. 

This has not solved my issue 

I appreciate you getting back to the thread and providing an update about your concerns, @alen.

Let me chime in and provide information about deleting imported transactions in QuickBooks Self-Employed (QBSE).

Currently, the option to delete manually imported transactions is unavailable. However, you can still delete transactions that you've manually created. To request this feature, I encourage you to share your thoughts and suggestions with our Product Development Team so they can review it and implement this feature in future product updates.

For now, we're unable to use the Assistant button from the browser for sending feedback. I recommend submitting this suggestion using the QBSE mobile app.

Let me show you how:

1. Select Assistant in the upper right corner.
2. Type in Feedback, then click Enter.
3. Follow the prompts to submit feedback.

While we work on enabling the ability to delete imported transactions, I recommend excluding the manually imported transactions that you downloaded from the bank. To do so, follow the steps provided by my colleague, AbegailS_.

For future reference, check this article to learn how to enter sales income and expenses: Manually add transactions

If you have any questions, feedback, or concerns about deleting imported transactions, please don't hesitate to come back to the Community, @alen. I'll be here to assist you.

Thank you for the feedback, I really think this should have been an option from the beginning to delete unwanted transactions, while excusing them normally works fine, but there are times you simply need to remove the transactions completely (case in point) 

The main issue here stems from not being able to connect to the Apple (Goldman Sachs) credit card to auto download, so I have to do it manually, I downloaded the CSV file, and uploaded to QBO Self Employed, so now the next issue is all of the transactions came in as opposites, the deposits were (deductions) the the deductions came in as (deposits) well as you know I cannot use that because they there off my entire accounting.  I need to remove them or (exclude them) and re-bring them in correctly.