Hi, Alen.
I can help you in about deleting imported data in QuickBooks Self-Employed (QBSE).
There are two ways to eliminate undesired transactions from QuickBooks: you can either exclude them or delete them.
When dealing with imported transactions downloaded from your bank, it's best to exclude them instead of deleting them, as bank-downloaded transactions cannot be deleted but can be excluded.
When you mark a transaction as excluded, it remains in your records but is not included in your financial statements by QuickBooks. Therefore, it is crucial to verify before excluding any downloaded transactions to ensure its appropriateness for your accounting.
Here's how:
- Go to the Transactions menu.
- Find the transaction you want to exclude and select it to expand the view.
- Select the Exclude this transaction checkbox.
- Select Save.
See this article for more details and information: Exclude or delete transactions in QuickBooks Self-Employed
After you've excluded the transaction, it will be moved to the list of Excluded transactions. You can then review those transactions there to make sure you have excluded the right one.
I'm adding these articles you can use in the future:
If you have any further questions or encounter any difficulties with managing your transactions, please don't hesitate to reach out to us again. We're here to assist you every step of the way.
