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zarahzee
Level 1

I need to delete a .csv file from my quickbooks online. It was imported wrong as it is showing expences as purchases and visa versa. If anyone has advise on how to do so

 
2 Comments 2
MariaSoledadG
QuickBooks Team

I need to delete a .csv file from my quickbooks online. It was imported wrong as it is showing expences as purchases and visa versa. If anyone has advise on how to do so

Deleting imported transactions can be done manually and I'm here to show you how, zarahzee.

 

If you imported bank transactions using an Excel file, you have the option to batch delete them under the For Review tab. Let me walk you through the steps.

  1. Click the Banking menu.
  2. Go to the For Review tab.
  3. Mark the items you want to delete.
  4. Click the Batch actions button.
  5. Choose Exclude Selected.
  6. Once done, go to the Excluded tab.
  7. Mark the transactions again then click the Batch actions button.
  8. Click Delete.

Once done, re-import your transactions. 

 

On the other hand, you can reset or purge your company data if it's still less than 60 days old. The system deletes all data entered into the company, and you are no longer able to restore or reverse them. 

 

Here's how:

  1. Log in to your QuickBooks Online account.
  2. Change the URL to include /purgecompany.
  3. Example: URL shows https://...qbo.intuit.com/app/homepage, change to: https://...qbo.intuit.com/app/purgecompany.
  4. The next screen will provide a summary of the items to be deleted.
  5. Type the word “YES” once the data gets deleted, then click OK.
  6. Click Wipe Data once your selections are complete.
  7. Once the deletion is complete, you will be rerouted to your home page.

For more reference, you can read these help articles for more information.

 

Reach out to us if you have questions with the process. I'll always be here to help you anytime.

Fiat Lux - ASIA
Level 15

I need to delete a .csv file from my quickbooks online. It was imported wrong as it is showing expences as purchases and visa versa. If anyone has advise on how to do so

@zarahzee 

You may utilize a deleter tool

https://transactionpro.grsm.io/qbo

 

Or if your account is 60 days or older, consider purchasing a new QBO account instead once your data is too messy.

https://quickbooks.grsm.io/EU