Why are missing transactions not allowing me to transfer from my bank to my quickbooks?

Thanks for posting here in Community space, HApotheke. I'd be glad to address your concern related to QuickBooks.

For me to give an accurate response, may I ask what specific error message you've received and the exact bank you're trying to get the information from? Any additional information will be highly appreciated.

I'll keep an eye out for your response. Take care.

So I was able to transfer the transactions I needed to into my account- but they were all wrong and showed up as income instead of withdrawals or purchases. 

Now my problem is permanently deleting all of the transactions so I can manually add them in, or finding out how to import them correctly since I can't edit whether the transaction is income or a purchase. I have all of the transactions excluded, but I want them completely gone so I have no issues with my financial reports. 

Thank you! 

*I wrote a reply but it didn't show that it posted- so I'm posting another just in case its gone*

I was able to import the transactions I needed after looking at another post and what format I needed to import them. However when I imported the transactions, they were incorrect. They posted as income instead of purchases/withdrawals. I tried to edit them to correctly reflect whether they were purchases or income but I couldn't change the values (+/-). So then I tried to delete them, which also I could not do. 

I need to know how to either: 

Delete these imported transactions to manually add them in one by one- not preferred

Delete these imported transactions and import them to reflect correct values. 

Thank you! 

Importing an accurate format of your transactions is necessary to keep your books accurate, HApotheke. I'm here to help you delete the incorrect one and add the entries with the correct values.

Upon checking, it seems like you've selected two products when posting your concern here in the Community space. Since I can't verify which one you're currently using, I'll be sharing the steps for both platforms.

If you're using QuickBooks Online (QBO), please follow the steps below to delete the imported data. Beforehand, verify if everything is excluded:

1. From the Transactions menu, select Bank transaction.
2. Go to the For Review tab.
3. Click the checkbox of the entries to remove, then Exclude.
   
   

Once confirmed, they will show up in the Excluded tab. From there, we can delete them. Here's how:

1. From the Excluded section, check the boxes.
2. Hit Delete.
   
   

After that, we can now import the correct file. In this process, you don't need to do it one at a time. It'll be in bulk instead. Before proceeding, make sure the Debit and Credit columns are placed properly. This way, the spent and income will show accurately in the For review tab. I recommend browsing our CSV format article as a guide to avoid any issues.

When the file is formatted correctly, re-upload them in QBO.

In the event you're using the QuickBooks Self-Employed (QBSE) version, follow the instructions below to delete them:

1. Go to the Transactions menu.
2. Find the entries you want to delete and click it to expand the view.
3. Hit Delete.
   
   

Please note that you can only delete transactions that you have added manually. If downloaded from your bank, we can exclude them instead. For visual reference, I've added a screenshot below.

Once done, review and fix the format of the CSV. Then, add them to QBSE again.

If the purchases still show income after re-importing, please reach out to our QuickBooks Support Team, as they may need to investigate further to identify the root cause of the issue and provide additional resolution. To contact them, click on the link below, depending on the program you're subscribed to:

• QuickBooks Online
• QuickBooks Self Employed

Feel free to post here anytime if you require further assistance with your online banking. My main goal is to ensure you achieve your desired outcomes with bookkeeping. Take care and stay safe! 

I'm using Quickbooks Self employed- I don't see an option to delete the transaction, only to exclude it or add to personal/business. 

We appreciate you getting back in the thread, HApotheke.

Let me add information about removing transactions in QuickBooks Self-Employed.

Please note that you can only delete manually uploaded transactions into the system. Bank transactions downloaded directly from your bank can only be excluded, which will no longer be part of your tax calculations or financial reports.

For more information, you can refer to this article: Exclude or delete transactions in QuickBooks Self-Employed.

Moreover, consider reviewing these resources to help you organize transactions to place them on the correct line of your Schedule C: 

• Create rules to speed up reviews in QuickBooks Self-Employed
• Categorize transactions in QuickBooks Self-Employed

Inform us immediately if you have additional questions regarding excluding transactions or other related concerns in QuickBooks Seld-Employed. We're here to lend a hand.