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How to delete a bank transaction that was uploaded from bank account

1 Comment
QuickBooks Team

Hello there, info, Let me show you how you can delete the...

Hello there, info,

Let me show you how you can delete the transactions uploaded from your bank account.

You need to exclude the uploaded transaction first before you can delete it in the system.

To exclude, here's how:

  1. Go to the Banking menu, then choose the Banking tab.
  2. Scroll down to select the For Review tab.
  3. Select the checkboxes of the transactions to exclude.
  4. Click the Batch actions drop-down button, then choose Exclude Selected. (Please refer to the screenshot below)

Once done, it will transfer on the Excluded tab for your reference. From there, you can select the transaction by putting a check mark beside it, then select Delete on the Batch actions button. (Please refer to the screenshot below)

For the detailed steps and further information about excluding a transaction in QuickBooks, you can check out this article: How to Exclude Expenses from Downloaded Bank Transactions.

That'll keep you going, info. Should you have further banking concerns, let me know by leaving a comment below. I'm just around if you need help.