Quickbooks Online - Undo Last Manually Imported Transactions

jaradc · ‎August 19, 2021

I accidentally manually imported ALL TRANSACTIONS into a checking account that was already connected.

Now I literally have duplicated 1,500+ transactions, on accident, because I made a date range mistake when exporting from my bank.

I have read support articles here that say to go to the "For Review" tab, then manually identify the duplicate transactions, then Exclude.

This opens up a lot of potential for manual human error on my part (I just imported all transactions, do you think I'm the brightest guy?), and also would be very time consuming.

Please, whoever response to this question, just answer these two questions:

1. Is there a way to simply UNDO my last manual import of data?

2. Is it possible to remove my existing checking account and just re-add it without any negative consequences? In my case, I don't have any transactions categorized. It's simply an account with duplicate bank transactions at this point.

BettyJaneB · ‎August 19, 2021

Thanks for reaching out to us here in the Community, @jaradc.

You've got me here to help you remove the duplicate imported bank transactions in QuickBooks Online.

At this time, you'll need to manually select and delete the duplicate bank transactions. Undoing them all at once is currently unavailable.

To delete them:

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

You also have the option to disconnect the connected account so the imported transactions will be removed. This way, you can reconnect the account with your desired bank entries.

To disconnect the account:

Go to the Banking menu or Transactions menu. Then select the Banking tab.
Select the tile for the bank account.
Select the pencil ✎ icon, then select Edit account info.
Select the Disconnect this account on save checkbox.
Select Save and Close.

You can reconnect the account to start downloading transactions again.

To give you more details about disconnecting and categorizing your bank transactions in QuickBooks Online, you can always use these links:

Get back to me if you have any additional questions about your bank transactions. I'll be right here to help you anytime. Have a lovely day!

View solution in original post

jaradc · ‎August 19, 2021

Well, being impatient, I just risked it all. It seems like it worked.

1. For Review, select all transactions, Exclude them all

2. On Excluded tab, select all excluded, delete

3. Pencil icon > Edit account info > Check "Disconnect this account on save"

4. Make sure no beginning equity balance exists for this account (so this doesn't show on financial reports)

5. Link account again

BettyJaneB · ‎August 19, 2021