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info1086
Level 1

I have quickbooks online and I need to either bulk delete many transactions from bank register OR reclassify many transactions in bank register to another bank account.

How do I do this multiple at a time not individually?
2 Comments 2
Fiat Lux - ASIA
Level 15

I have quickbooks online and I need to either bulk delete many transactions from bank register OR reclassify many transactions in bank register to another bank account.

Utilize the trial period period of TP Deleter.

https:// transactionpro.grsm.io/qbo

 

RenjolynC
QuickBooks Team

I have quickbooks online and I need to either bulk delete many transactions from bank register OR reclassify many transactions in bank register to another bank account.

I'd like to share some steps, info1086.

 

If the transactions were added from the Banking page, you have the option to undo them. This process will bring the transactions back to the For Review page where you can categorize or Exclude them.

 

Here are the steps:

 

  1. Go to Banking > Reviewed tab.
  2. Put a check mark on the transactions you want to undo.
  3. Click the Undo button above the Date column.
  4. Select Continue to confirm.

Once done, you can see the transactions in the For Review page. I'm adding this article that you can use as reference: Categorize and match online bank transactions in QuickBooks Online.

 

For transactions created in QuickBooks, you will have to delete them one at a time. Moreover, if you invited an accountant to access your company file, they have the option to reclassify or move multiple transactions at once.

 

Please let me know if you need anything else. I'm just a few clicks away to help you some more. Take care and stay safe.

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