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des8
Level 1

How do i delete bank transactions that i don't want in Quick books - Say the month of February?

 
1 Comment 1
Rasa-LilaM
QuickBooks Team

How do i delete bank transactions that i don't want in Quick books - Say the month of February?

Glad to see you in the Community, des8.


We’ll have to open the chart of accounts and delete the transactions one at a time. The steps have never been easier.


Here’s how:

 

  1. Go to Accounting on the left panel to choose Charts of Accounts.
  2. On the All Lists page, click the Account History link for the bank you’re working on.
  3. Click on the entry to expand the line and then hit the Delete button.
  4. Press Yes to confirm the deletion.

Check out the How to delete inactive transactions that appear in the chart of accounts guide for more information. It also contains instructions on how to activate an account as well as steps to inactivate one.

 

If you want to remove downloaded entries, check out the Exclude expenses from downloaded bank article for more information. It outlines the instructions on how to perform the process as well as steps to add previously-excluded transactions.


Let me know if you have any clarifications or questions. I’m more than happy to answer them for you. Enjoy the rest of the day.