Unable to delete bank transaction

Hello there. Thank you for reaching out. I have all the steps you need to delete your bank transactions and locate the matched entry. 

Yes, excluding or deleting partially matched transactions in QuickBooks is unavailable. To delete this bank transaction, you'll need to go to the For Review tab and Add them there. Please see the attached screenshot for visual reference.

Then, let's undo the accepted or matched entries from the Categorized tab. Here's the step-by-step guide:

1. Head to the Transactions menu, then the Categorized tab.
2. Select the transactions you want to remove.
3. Click Undo, then Continue. 

The entry will go back to the For Review tab. Let's click the Exclude button to remove them from the list and Delete them. See the sample screenshot below. 

For additional reference, check out these articles to help manage your transactions in QuickBooks:

• Categorize online bank transactions
• Match online bank transactions
• Reconcile an account

Best wishes as you carry out these steps. I look forward to your update on how well they worked for you. If you have any further concerns about your bank transactions, please feel free to reach out. I'm still around to help you. 

I have tried this method before, but it is not working. Unfortunately, I do think I have partially matched this transaction before.

Hi there.

The information and procedures provided by my colleague about deleting or excluding a partially matched transaction in QuickBooks Online (QBO) are correct.

The QBO software ensures data accuracy and integrity. This explains why partially matched transactions cannot be directly deleted, as doing so would risk accidental removals and potential discrepancies in financial statements.

Furthermore, if you want to pursue deleting the bank transaction, I recommend contacting our support team. They can access your account securely and help you achieve your goal quickly. You can reach them by following the steps provided below:

1. Sign in to your QBO account.
2. Click on Help (?) at the upper right corner of your screen.
3. Tap on Search, then select Contact Us.
4. Select a topic to connect with the right expert.
5. Choose how to contact our QB support team.

• Via a Callback, where they’ll save you a spot and call you back.
• Via Chat, start a chat with our support.

Please take note that our QBO support hours availability varies on your subscriptions. Here is the list:

• QBO Simple Start, Plus, and Essentials support teams are available Mondays to Fridays from 6 am to 6 pm and Saturdays from 6 am to 3 pm following Pacific Time.
• The QBO Advance user support team is available 24/7 for assistance.

On top of that, learn how to generate and personalize reports to keep monitor and evaluate the performance of your business through QBO:

• Run a report
• Customize reports

Kindly press the reply button if you need further assistance deleting your bank transaction. We're always around to help.

Could you provide a Singapore phone number to contact the QB support team? 

I can route you in the right direction so you can delete your bank transactions in QuickBooks Online (QBO). 

Please note that we don't have a direct phone number to contact our QuickBooks Support Team based in Singapore. However, we have made it easy for you to get in touch with them by following the steps below:

1. Sign in to your QuickBooks Online company.
2. Go to the Help icon in the top right-hand corner.
3. Select Search, then press the Contact Us button.
4. Enter your question in the box and hit Continue.
5. Choose the best way you'll want to reach out to us.
    

Our QBO Simple Start, Essentials, Plus users Live chat is available 24 hours GMT Monday - Friday. In case you're unable to reach out to us through your books, you can get in touch through our website.

After deleting the transactions, reconcile your account to ensure it matches your bank statement.

I'm all ears if you have further questions about deleting your bank transactions or other QuickBooks concerns. Simply leave your reply below and I'll provide the necessary assistance.