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ccott18
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

 
Solved
Best answer January 24, 2020

Best Answers
Tori B
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

8 Comments
Fiat Lux - ASIA
Level 15

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

Tori B
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

ccott18
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!

wwhbjhpersonal
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.

AlexV
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!

deaconlyric
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

I keep trying this same solution but it doesn't work and I'm not even seeing the options shown in the screencaps. 

 

I have a ton of stuff listed under expenses that do not belong there. Deleting one by one is horrible because you have to wait for the page to reload after every single one and if you are deleting an entry from any page other than the first one, it reloads back to the first page (Hello, please hire new UX and Front End people).  

 

when I'm in the expense section the Batch Actions does not have the option shown below.  When I'm in the Banking section, there isn't a review section like show below.  

MaryLandT
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

Allow me to step in and help remove those duplicate expenses, deaconlyric.

 

You're maybe seeing the Categorized tab. This is the replacement of Reviewed on the Banking page.


categorized tab.PNG

 

From this tab, you'll be able to see all accepted expenses. And, they're all posted on your bank register.

 

You simply need to locate accepted expenses and click the Undo option under the Action column to put all of them back to the For review tab. Then, you can exclude duplicate transactions in bulk.

 

If you need assistance with this process, you can contact our QuickBooks Live Support Team. They can do screen-sharing and walk you through the step in a secure environment.

 

Here's how to get in touch with them:

 

  1. Sign in to your QuickBooks Online company.
  2. Select Help (?).
  3. Select either tab to get started:
    • Assistant: Get quick, personalized answers. Select a suggested option, or type a question or topic you need help with. If you decide you need further help, you can still Talk to a human.
    • Search: Search the QuickBooks Online knowledge base directly, or select Contact Us and choose a way to connect with us:
      • Start a chat with a support expert.
      • Get a callback from the next available expert.

I'm adding this link to help manage your expenses and vendors: Video tutorials for QuickBooks Online.

 

Stay in touch with me if there's anything else I can help you with QuickBooks. I'm always right here whenever you need additional information about deleting expenses.

deaconlyric
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. the "For review" area was empty the entire time.  Categorized worked.  That saved me hours and 200+ removals. 

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