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info465
Level 1

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

 
7 Comments 7
ReaM
QuickBooks Team

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

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. 

Angie Kosins
Level 2

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

I have excluded and deleted transactions multiple times, however, every time bank feed updates the transactions keep coming back to my review tab. How can you fix this?
JenoP
QuickBooks Team

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

I'll help with your banking transactions, Angie.

 

Let's follow some troubleshooting steps to check if this is caused by a browser issue. 

 

Start by switching to an incognito/private browsing session and log back in to your account. Follow these keyboard shortcuts to quickly open and incognito session:

 

  • Google Chrome Ctrl + Shift + N
  • Mozilla CTRL + SHIFT + P
  • Microsoft Edge CTRL+SHIFT+P
  • Safari Command-Shift-N 

Once done, exclude or delete the transactions. Then, click the Update button in the upper-right hand corner to test if they would no longer go back in the For Review tab.

 

If they're not showing up anymore, clear your browser's cache and temporary internet files. Follow the steps in this article for additional details: How do I clear my browser cache and temporary Internet files?.

 

Keep us posted if you still need help with your banking transactions. The Community is always here for you. 

Angie Kosins
Level 2

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

Thanks for the suggestion -  it did not work.    But I was told there's an open investigation on this.  Possibly FI related??  (It does not happen with the 2 different company credit cards, only my 2 bank accts which are the same institution.)

jamespaul
QuickBooks Team

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

Hi Angie Kosins.

 

Good to see you again! I take it that you're referring to my response to your reply from an earlier thread

 

I dug up the investigation case again and it doesn't specify what banks are affected. We'd like to work on this and prevent the issue from happening to other financial institutions. 

 

Since the Community is a public forum, I'm unable to access the needed information in your account (for update purposes). If you haven't already, I'd recommend contacting our phone support team. You can share your findings with them, and this will help hasten the progress for the resolution. 

 

Here's how:

  1. Click the Help icon.
  2. Hit the Contact Us button. 
  3. Type "Additional details for the bank transaction issue on case INV-38920" in the box.
  4. Click Let's talk
  5. Select Start messaging or Get a callback

To reiterate the workaround, we can leave the transactions (from the two affected bank accounts) in the Excluded tab. When we have the fix, that's the time we'll delete them. Here's how: 

  1. In the Banking page, click the Excluded tab. 
  2. Check the transactions you want to delete. 
  3. Click the Batch actions button, then select Delete

In the meantime, you can visit our general articles page to help you with other QuickBooks-related tasks. You can search for a specific topic, or click on the + More topics button to see our articles. 

 

I hope you'll have a wonderful day ahead. You can always visit our Community portal if you have concerns with QuickBooks Online. 

SMoideen
Level 1

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

Hi there, I'd just like to know whether this method applies for all banks?

AlexV
QuickBooks Team

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

Hi SMoideen!

 

Thanks for joining us here. Let me assist you with the bank transactions.

 

Yes, QuickBooks Online allows you to remove the unwanted downloaded transactions by excluding them and it applies to all banks. You can follow these steps:

  1. Go to the Banking or Transactions menu, then select the Banking tab.
  2. Select the For Review tab.
  3. Check the boxes of the transactions to exclude.
  4. Tap Exclude.

 

Once done, they'll be moved to the Excluded tab of the Banking page.

 

I've added a link you can check. This will show you how to review and categorise the downloaded bank transactions: Categorise and match online bank transactions in QuickBooks Online.

 

Do you have other questions? Post them here and we'll help you. Thanks!