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I know a way how to quickly delete all your bank transactions in QuickBooks, @ktcarnahanlawn.
You can tick the Date box then use the Exclude option in QuickBooks Online to delete all your downloaded bank transactions.
Here’s how:
If you've already categorized the transactions in the program, you can go to the Categorized tab to delete them. You can check this reference to learn more about removing transactions: Exclude a bank transaction you downloaded into QuickBooks Online.
Once done, you can use this information to disconnect the account from online banking. Then visit this reference to add your new account to QuickBooks: Connect bank and credit card accounts to QuickBooks Online.
Leave me a message below if you have any other banking questions or concerns. I’m always here to help. Take care!
@MadelynC , what if half of those 900 transactions were entered in QB, not added from banking, what do they need to do to quickly remove them?
Hi there,
I had to upload my bank transactions manually since QB had disconnected it from my bank. When I reconnected back with the bank it uploaded my transactions but not all of them. I am missing about 5 months, so I have to do it manually. I only did 1 month to test it out & I thought I did everything right except for the values. The ones I uploaded it doesn't show the (-) in front of the amounts. The ones the bank had uploaded shows the (-) in front of the amounts. I don't know if it makes a difference but I wanted to remove those transactions from the bank transactions before I would categized them. I want to make sure my accounting is ok and don't want to mess anything up before I go forward.
Cheers,
Hello, GKaras.
If there are differences between your bank data and the uploaded bank transaction into QuickBooks Online (QBO), please note that QBO depends on the information shared by your financial institution.
However, there is an option we can check to resolve the discrepancies. We can ensure it's the correct format before uploading it into QBO.
Regarding your concern about removing those transactions, you can follow these steps to complete this action:
I'll add this guide for additional info: Exclude a bank transaction you downloaded into QuickBooks Online.
Moreover, if you accidentally excluded the wrong transaction, locate the Excluded tab and select the Undo option. Once everything is in place, we can match and categorize your bank transactions. This way, you can review your downloaded bank data.
Don't hesitate to comment below if you have follow-up queries about removing your transactions in QBO. Keep safe!
I follow the instructions you gave me but when I do upload them and after that they go to bank transactions and then I confirm them and then when I go to in my expenses, I see the transaction in my expenses twice. I would go through those transactions and delete all the duplicates. Then I just uploaded a new month and noticed all the work I did just showed back up again. All those transactions that I confirmed showed back up in my bank transactions and once again they showed on my expense page with duplicates again. Why is this happening?
I've got your back, and I'll ensure you get past the duplicate bank entries in QuickBooks Online (QBO), GKaras.
We'll need to exclude the downloaded bank transactions again to remove the duplicate entries. You can check this reference to learn more about removing transactions: Exclude a bank transaction you downloaded into QuickBooks Online. Once done, we can log in to your account using an incognito browser. Private browser prevents saving cache and cookies that sometimes cause errors when running frequently visited websites. Here are the useful shortcut keys you can use to access one:
If it works, return to your default browser and clear its cache. Every so often the cache becomes overwhelmed with older data which can potentially cause viewing and performance issues. Clearing it will refresh the system, and you'll be able to work with a clean slate. Switching to another compatible one to help rectify the issue.
We can also manually upload transactions into QBO. To avoid entering duplicates, we need to know the date of the oldest existing transaction currently in the account:
As always, feel free to read the topics from our help articles in case you need tips and related links while working with QuickBooks in the future.
If you have any further questions regarding invoices in QBO, feel free to reach out. I'll be here to help you out. You have a good one.
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