Anonymous
Not applicable

Other Questions

Hi ToriK,


This is a great question! Sometimes, your bank feed will include transactions that you don’t need when recording your operations. Thankfully, QuickBooks Online is a flexible platform that lets you manage the imported transactions depending on your needs. If you wish to delete certain downloaded transactions, follow these steps:

  • Step 1: Exclude the transactions
  1. Select Banking from the left menu
  2. Select the bank account you wish to work with
  3. Select the For Review tab
  4. Select the transactions you want to exclude by checking the boxes on each line
  5. Select Batch actions
  6. Select Exclude Selected 
  • Step 2: Delete the transactions
  1. Select the Excluded tab   
  2. Select the transactions you want to delete by checking the boxes on each line
  3. Select Batch actions
  4. Select Delete 
  5. Select Yes (Keep in mind that these transactions will not be recoverable)

To know more about how to assign, categorize, edit, and add your downloaded banking transactions, check this community article: https://quickbooks.intuit.com/learn-support/en-ca/banking/assign-categorize-edit-and-add-your-downlo....


Let me know if you have any other questions.