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Anonymous
Not applicable

Uncategorized asset delete uploaded transactions how

 
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Moderator

Re: Uncategorized asset delete uploaded transactions how

I'm here to help about your uploaded bank transactions, phantomblade47.

 

Did you recently upload your bank transactions or connect your Online Banking into QuickBooks Online?

 

Most of the uploaded bank transactions will show as Uncategorized Asset or Expense. If they are still under the For Review tab, you can exclude them.

 

Here's how:

  1. Click Banking on the left pane, then select your Bank.
  2. Under the For Review tab, check the transactions you want to delete.
  3. Click the drop-down arrow beside Batch Actions and choose Exclude selected (see the screenshot below).

 

 

If you have accidentally excluded a transaction, you can easily include it again:

  1. Select Banking.

  2. On the Banking page, select the Excluded tab.
  3. Select the checkboxes of the transactions to include again.
  4. From the Batch actions drop-down, choose Undo.

Here's an article for more details: How to exclude expenses from downloaded bank transactions.

 

Feel free to leave a comment if your situation is different, or if there's anything else that you need. Have great day.

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