cancel
Showing results for 
Search instead for 
Did you mean: 
ramongonzalez66-
Level 1

The cash flow feature looks like it could be a valuable tool. But as of now, I can’t delete events that are created from banking history. Looks like I can add events.

 
1 Comment 1
ZackE
QuickBooks Team

The cash flow feature looks like it could be a valuable tool. But as of now, I can’t delete events that are created from banking history. Looks like I can add events.

Hey ramongonzalez66-.

Cash Flow is a very useful feature in QuickBooks. Here's some great information about how it works:
https://quickbooks.intuit.com/r/accounting-finance/beginners-guide-cash-flow/

In regard to deleting events created from banking history, you also have features accessible which can exclude and delete transactions. Here's how:
1. From the Banking screen, choose the relevant bank and go to the For Review tab.
2. Select the transactions you'd like to exclude, Batch Actions, and then Exclude Selected.
3. Click on the Excluded tab.
4. Pick the transactions you want to remove.
5. Go to Batch Action, then select Delete.
6. A pop-up will display asking you to confirm your changes. Choose Yes.

It's as simple as that! Once you've completed these steps, the ones you wanted to remove should be gone.

If there's anything more I can help with, just let me know.

Need to get in touch?

Contact us
Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up