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lindak1119
Level 7
February 13, 2019
Question

How do I reverse a excel worksheet I uploaded?

  • February 13, 2019
  • 1 reply
  • 4 views
Upload 2018 entries but everything posted as 'credits'

1 reply

A
Anonymous
February 13, 2019

Hey there, @lindak1119,

 

Welcome and thanks for posting here in the Community. I can help you correct your uploaded transactions.

 

If you imported bank transactions using an Excel file, you can reverse the transactions by deleting the items manually in QuickBooks. Let me guide you through the steps:

 

  1. Go to the Banking menu.
  2. Click the For Review tab.
  3. Mark the items you want to delete.
  4. Click the Batch actions button and select Exclude Selected.
  5. Once done, go to the Excluded tab.
  6. Mark all the items to be deleted.
  7. Click the Batch actions button and select Delete.

 

That should remove all the entries that are posted incorrectly. Once you're all set, you can now re-import the corrected file in QuickBooks.

 

You might want to check this article to know more about importing transactions in QBO: How to import bank transactions using Excel CSV files

 

I appreciate your time today. If you have any additional questions or concerns in the meantime please don’t hesitate to bring them to my attention. I'll be glad to help!

M
mistymossy
March 2, 2021

How do you delete and excel import of customers in quickbooks pro desktop?

JasroV
JasroV
Level 8
March 2, 2021

Deleting the Excel file you imported isn’t possible in your QuickBooks Desktop (QBDT) software, macc.

 

You’ll need to manually delete your customer list from your software. Let me show you how.

 

  1. Go to the Customer menu
  2. Select Customer Center.
  3. Hover to the Customer you want to delete.
  4. Right-click your mouse and select Delete Customer/Job.
  5. Do the same thing for the other customers.

 

Let me also add this article that can guide you through the steps in effectively importing your Excel file to your QBDT software: Import or export MS Excel files.

 

Keep me posted if you have any other concerns or questions about importing or exporting your data. I’ll be around ready to help you. Have a good one and take care!

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