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Best answer October 15, 2018
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From the Banking "For Review" tab, click the checkboxes to the left of the date for the transactions you want to exclude.
- Once you're done, click the Batch Actions drop-down arrow and select Exclude Selected.
- The transactions moved to the "Excluded" tab from the "For Review" tab.
To delete permanently:
- From the "Excluded" tab > Select transactions to delete > Batch Actions > Delete.
From the Banking "For Review" tab, click the checkboxes to the left of the date for the transactions you want to exclude.
- Once you're done, click the Batch Actions drop-down arrow and select Exclude Selected.
- The transactions moved to the "Excluded" tab from the "For Review" tab.
To delete permanently:
- From the "Excluded" tab > Select transactions to delete > Batch Actions > Delete.
Hello, @sarah-turnsignal,
I appreciate you following the steps provided by @vpcontroller in this thread.
The deleted transactions from the Excluded tab should not show up again in the For review tab. It's possible these transactions were re-downloaded in QuickBooks, and that's why you're seeing them back in your bank feeds.
Also, if you set up a bank rule, QuickBooks automatically memorize and categorize your recurring transactions being accepted on your bank feeds.
If you need to delete the bank rule, here are the steps you can follow:
- From the left pane, select Banking.
- Go to the Rules tab.
- Put a checkmark, then click the arrow pointing downwards under the Actions column.
- Select Delete.
- Click Yes to confirm.
I've added these articles for your guidance with the information I shared above:
- How to set and use banking rules for downloaded transactions
- Assign, categorize, edit, and add your downloaded banking transactions.
Should you need anything else on how to delete entries on your For review tab, please let me know. I'm always around whenever you need help.
From the Excluded tab, just to confirm —are you sure you selected Delete and not Undo from the Batch actions drop-down?
If you've selected "Delete", you should also see the following warning pop-up message.
"Are you sure? This transaction will not be recoverable."
(see screenshot below).
If you've selected YES as said, it should be not recoverable after that. By selecting UNDO, it will move back to For Review tab again.
