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Level 1

How can I delete recorded expenses in a bulk action? I have about 475 duplicate expenses recorded since I have multiple accounts synced with quickbooks

 
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Best answer January 24, 2020

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QuickBooks Team

How can I delete recorded expenses in a bulk action? I have about 475 duplicate expenses recorded since I have multiple accounts synced with quickbooks

Happy Friday, @ccott18.

 

Welcome to Community. I'm happy to assist you with deleting in batch.

 

Great news, this is an easy process. Let's get started:

 

1. Go to the Banking tab.

2. Click the Reviewed section, and check off the transactions you wish to remove.

3. After you have choose all the transactions, click the Undo button the select Continue.

4. This will then place the transactions back into our For Review section.

5. Again, select all transactions you wish to delete.

6. Click Batch actions, and Exclude Selected.

7. Then open the Excluded tab next to the Reviewed tab.

8. Here you can select all the transactions (to make this a quick process, you check the box next to date to choose them all at once)

9. Once you have choose all transactions, Click the Batch actions button and select Delete then Yes.

 

 

That's all there is to it. If you have further questions, feel free to reach back out. I'm always happy to lend a helping hand. Take care and have a wonderful weekend!

 

 

 

View solution in original post

5 Comments
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Level 14

How can I delete recorded expenses in a bulk action? I have about 475 duplicate expenses recorded since I have multiple accounts synced with quickbooks

Highlighted
QuickBooks Team

How can I delete recorded expenses in a bulk action? I have about 475 duplicate expenses recorded since I have multiple accounts synced with quickbooks

Happy Friday, @ccott18.

 

Welcome to Community. I'm happy to assist you with deleting in batch.

 

Great news, this is an easy process. Let's get started:

 

1. Go to the Banking tab.

2. Click the Reviewed section, and check off the transactions you wish to remove.

3. After you have choose all the transactions, click the Undo button the select Continue.

4. This will then place the transactions back into our For Review section.

5. Again, select all transactions you wish to delete.

6. Click Batch actions, and Exclude Selected.

7. Then open the Excluded tab next to the Reviewed tab.

8. Here you can select all the transactions (to make this a quick process, you check the box next to date to choose them all at once)

9. Once you have choose all transactions, Click the Batch actions button and select Delete then Yes.

 

 

That's all there is to it. If you have further questions, feel free to reach back out. I'm always happy to lend a helping hand. Take care and have a wonderful weekend!

 

 

 

View solution in original post

Highlighted
Level 1

How can I delete recorded expenses in a bulk action? I have about 475 duplicate expenses recorded since I have multiple accounts synced with quickbooks

Thank you so much!

Highlighted
Level 1

How can I delete recorded expenses in a bulk action? I have about 475 duplicate expenses recorded since I have multiple accounts synced with quickbooks

How do you delete accepted duplicate transactions when duplicated in two different accounts? For example, when a credit card company downloaded data is sent to two different credit card accounts and mixed in amongst already accepted other perfectly normal downloaded information? I can see how easy it is when duplicated in one account but I don't see an easy way of doing this with two accounts.

Highlighted
QuickBooks Team

How can I delete recorded expenses in a bulk action? I have about 475 duplicate expenses recorded since I have multiple accounts synced with quickbooks

Hello there, wwhbjhpersonal.

 

Let me show you how to remove duplicate transactions.

 

You'll have to check your credit card statements first to verify which account these transactions belong to. That way, we can remove the duplicate transactions from the other credit card account. 

 

These are the steps to follow in removing them:

  1. Go to the Banking tab and select the account where the duplicate transactions were posted.
  2. From the Reviewed section, locate the duplicate transactions and click Undo.
  3. On the For Review section, check the transaction you want to remove. Click the Batch actions drop-down and select Exclude Selected.

I've added these articles if you need guidance in handling downloaded bank transactions:

Please reply again if you need anything else. Have a great day!

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