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lorraine-greene-
Level 1

I have uploaded transactions to the wrong bank account

 
1 Comment 1
MarsStephanieL
QuickBooks Team

I have uploaded transactions to the wrong bank account

Hello there, @lorraine-greene-.

 

You can delete those transactions that have been uploaded to the wrong account. I'd be glad to help you with this.

 

Let's start by excluding those transactions, then delete it in the system. Here's how:

 

  1. Go to the Transactions or Banking menu from the left panel.
  2. Click on the bank account where the wrong transactions were imported.
  3. Tick the boxes beside the transactions, then click the Exclude button.
  4. Click on the Exclude tab, then tick the boxes of the transactions you wish to delete.
  5. Select the Delete button.

I've added some screenshots for your additional reference.

 

 

Once done deleting the transactions, you can import it again and assign it to the correct bank account.

 

You might want to check out this article about handling reconciliation in QuickBooks to guide you in the future: How to adjust a reconciliation. It also contains sub-topics, such as how to fix errors during the process and how to find reconciliation adjustments.

 

Please don't hesitate to tag my name in the comment section below. I'd be happy to help you further. Have a wonderful weekend.