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info-barefootacc
Level 1

On startup I have imported bank from dates before the dates I wanted to start. How do I delete these transactions imported before the date I wanted to start?

 
3 Comments
info-barefootacc
Level 1

On startup I have imported bank from dates before the dates I wanted to start. How do I delete these transactions imported before the date I wanted to start?

I imported my first import of my bank from 07/02/2019 or 02/07/2019 - I wanted only from 01/01/2020.  I have tried to 'clear', I tried to 'delete' but they seem still to be there.   Can you help me to start from 01/01/2020?

Ryan_M
QuickBooks Team

On startup I have imported bank from dates before the dates I wanted to start. How do I delete these transactions imported before the date I wanted to start?

Hi @info-barefootacc,

 

I'll walk you through on how you can remove imported bank transactions in QuickBooks Online (QBO).

 

Be advised, the option to batch delete transactions in your bank register is unavailable. Follow the steps below to delete the transactions:

 

  1. Highlight the Accounting tab.
  2. Select Chart of Accounts.
  3. Search for the bank account in question, then click to open it.
  4. On the list of transactions, tap on what you want to remove. The option to Delete the transaction will appear, press it. 
  5. Keep repeating the steps until you've removed all the transactions you don't need. 

If you want to have your bank transactions start from a certain date, you'll need to edit your CSV file so that it contains transactions from January 1, 2020, onwards. Check out this article for details: Import bank transactions using Excel CSV files

 

Another option you have for removing multiple transactions in a bank register is by the use of 3rd party applications. You can visit our QuickBooks Apps Store and search for a 3rd party app that can cater to your need. 

 

If there's anything else I can help you with, don't hesitate to leave a comment below. I'll get back to you. 

Fiat Lux - ASIA
Level 15

On startup I have imported bank from dates before the dates I wanted to start. How do I delete these transactions imported before the date I wanted to start?

@info-barefootacc 

Utilize the trial period of TPDeleter.

https://transactionpro.grsm.io/qbo