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mastoroudes100-o
Level 2

How do i delete all my bank Account transactions and start again with a new download

Banktransactions delete bankstatement
1 Comment 1
TirzahC
Level 6

How do i delete all my bank Account transactions and start again with a new download

Hello there, mastoroudes100-o.

 

You can use the Exclude feature in QuickBooks Online and delete the statements from there so you can start a clean slate.  You'll need to exclude the banking transaction first from the "For Review" tab before you can delete it. From there, select the transaction you're looking to exclude by placing a checkmark right next to it. Click on the Batch actions button at the top left, and click "Exclude Selected" selection. The transaction will then move from the For Review tab to the "Excluded" tab. From here, you can delete the transactions by selecting Batch actions, and clicking "Delete".

 

  1. Click Transactions in the left panel and choose Banking.
  2. Select the connected bank account.
  3. From the For Review tab, select all the transactions.
  4. Tap on the Exclude button.
  5. Go to the Excluded tab, select the transactions again.
  6. Hit the Delete button.

 

I'd recommend checking this article to know more about excluding bank transactions in QuickBooks: Exclude a bank transaction you downloaded into QuickBooks Online

 

.Also for future reference, you can check out this article on how to Assign, categorize and edit your downloaded bank transaction: Assign, categorise, edit, and add your downloaded transactions 

  

Please don't hesitate to let me know if you should have any questions about this or anything else QuickBooks-related. Have a wonderful day ahead of you!