How to quickly delete all bank transactions

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:

1. Select the Banking or Transactions menu, then go to Banking.
2. Click the bank account.
3. In the For review tab, tick the Date box and press Exclude.
   

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?

@ktcarnahanlawn 

A deleter tool

https://transactionpro.grsm.io/qbo

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: 

1. Go to the Bank transactions page. 
2. Choose the For review tab. 
3. Tick the Date checkbox, then click Exclude. 
   
   

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:

• Ctrl+ Shift + N for Google Chrome
• Ctrl + Shift + P for Mozilla Firefox and Microsoft Edge
• Command + Shift + N for Safari

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:

1. Go to Settings ⚙ and select Chart of accounts (Take me there). You can also select Chart of accounts from the Transactions tab in the MENU ▼.
2. Find the bank or credit card account you want to upload the transactions into.
3. Click View register.
4. Find and write down the date of the oldest transaction. Usually, the oldest transaction is the opening balance.

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. 

This is not a fast way. By clicking on the Date you choose only 50 transactions, and the the person is asking about 900. How to delete 900 transactions in one click?

We're unable to exclude or delete 900 in one go, Knowgle. However, the Banking page can be customized to show a maximum of 300 transactions.

Let me guide you through the process of customizing your Banking page view. Here's how:

1. Go back to the Bank transactions tab.
2. Click the small Gear icon in the right-hand corner.
3. Scroll down to the very bottom of the list and choose 300.

After completing the first set, click the checkbox beside the Date column to select all 300 transactions in that batch. Then, repeat the same process for the remaining transactions until you've managed the entire set.

For more comprehensive guidance on managing bank transactions in QuickBooks Online, we recommend checking out or saving these resources:

• Unmatch downloaded bank transactions or move them to another account
• Undo transactions from reconciliations in QuickBooks Online

We're always available to help you with any future inquiries regarding the Online Banking feature or financial tracking management in QBO. Please don't hesitate to get in touch again.

@Knowgle 

You can explore a deleter tool as a workaround. It's a $300 one time license + you can get $200 cashback.