Undo Import of Personal Transactions

Hi there, Josh.

You cannot fully reverse an import after transactions are downloaded, but you can clean up your personal accounts data on the Chart of Accounts page.

Since you have already disconnected your personal accounts, all you need to do is delete the transactions individually on the Bank Register page.

Here's how:

1. In your Chart of accounts, find your personal account.
2. Click on View Register to view the transactions.
3. First, select the transaction you want to delete by clicking on it.
4. Then, confirm by clicking Yes and continue with the next one.
   
   
   

After deleting the transactions, you can make your personal bank account inactive.

To avoid mixing business and personal expenditures, refer to this article for more information: Mixing business and personal funds in QuickBooks Online.

Before we wrap up, I suggest you explore QuickBooks Live Expert Assisted to streamline your accounting, maintain precise financial records, and access professional support. This could free up valuable time, allowing you to concentrate on expanding your business

You can return here whenever you need assistance.

Hi @PSJosh,

I just wanted to follow up to check if the resolution we provided helped resolve your issue.

Please let us know if everything is now working as expected or if you're still experiencing any problems.

We'll be glad to assist further if needed.