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Swordbooks
Level 3

Credit Card feed linked to two accounts

Working on a cleanup project for a client. They set up a bank feed for a credit card (CC#1) and loaded FY2023 transactions for the entire year. Then they disconnected the feed and connected it to another credit card account (CC#2), again loading the entire year. So we're sitting on $122K of duplicated transactions. 

 

What I want to do is set CC#1 as inactive and delete all 2023 transactions. I've already done the due diligence of confirming everything in CC#1 is a duplicate from Jan 1 2023 forward. Is there a straightforward way to delete these 500+ transaction lines as a group, not one by one?

 

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