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QuickBooks Team

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Hi there, @woodpk

 

Thanks for visiting the Community. I understand how those unwanted transactions impacting your reports. I'm here to help you exclude and delete those all at once. 

 

Since these transactions are already added in QuickBooks, you'll need to undo them in the Reviewed tab so it will go back to For Review. From there, we can simply exclude, then delete them. Here's how: 

 

Step 1: Undo bank transactions

  1. In the Banking menu, select Banking. 
  2. Go to the bank account that has the transactions that you want to remove. 
  3. In the Reviewed tab, select all the transactions by checking the box beside the Date, then select Undo

 

 Step 2: Exclude transactions

  1. In the For Review tab, check the boxes beside the Date
  2. Click the Batch actions drop-down list.
  3. Choose the Exclude selected

 

All excluded transactions will now be moved to the Excluded tab. You can follow step 2, then choose the Delete selected in the Batch action drop-down. 

 

Should you want to disconnect your bank account after doing the steps above, refer to this help article: Disconnect or delete an account from the Downloaded Transactions page. This will stop the bank from downloading new transactions. 

 

Feel free to visit again if you have more questions. We're always delighted to be of your service. Stay safe. 

 

 

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