Get 50% OFF QuickBooks for 3 months*

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.
DRS27
Level 1

how can I delete previous bank transactions%3F

 
1 Comment 1
Jelayca V
QuickBooks Team

how can I delete previous bank transactions%3F

I've got you covered, @DRS27. I'd be glad to guide you in excluding your previous bank transactions in QuickBooks Online (QBO).

 

Excluding a transaction prevents the program from downloading that same entry into the bank feed again. If you delete it, rather than excluding it, the system will recognize the transaction is not accounted for and will download it again from the bank. 

 

If you wish to exclude, please refer to the steps below.

 

  1. Navigate to the Transactions menu, then Bank transactions.
  2. Select the blue tile for the bank account.
  3. Go to the For review tab and set the date in the dropdown. 
  4. Tick the box of the transaction you want to exclude.
  5. Click Exclude.
    image.png

 

Moreover, if you prefer to delete the transactions entirely, head to the Excluded tab. Afterward, put a checkmark on the transactions you'll want to remove, then Delete.

image (1).png

 

For further details, please refer to this guide: Exclude a bank transaction you downloaded into QuickBooks Online.

 

Furthermore, our dedicated QuickBooks Live Expert Assisted team is ready to help you with your financial tasks. With their expertise, you can guarantee that handling your bank transactions will be seamless, efficient, and accurate.

If you want to gain a deeper understanding of transaction management and account reconciliation in the future, check out the following articles:

 

 

Keep in touch if you have other questions concerning your bank transactions in QBO. We're always here to help. Take care

Need QuickBooks guidance?
Log in to access expert advice and community support instantly.

Need to get in touch?

Contact us