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BritanyD
Level 1

How do I delete incorrectly downloaded transactions

 
1 Comment 1
IrizA
QuickBooks Team

How do I delete incorrectly downloaded transactions

We can delete your transactions by excluding them from the Transactions menu, BritanyD. Let me walk you through this process.

 

Before deleting your transactions, please have your bank statement available to compare which ones need to be removed.

 

If you accidentally uploaded your transactions, you could remove these transactions by excluding them under the For Review tab. Once done, you can see the transactions in the Excluded tab.

 

Kindly follow these steps:

 

  1. Go to the Transactions menu, then choose Bank Transactions.
  2. Click the For Review tab.
  3. Tick the checkbox located beside the Date.
  4. Click Exclude.

 

You can refer to this screenshot: 

 

image.png

 

You can also view this article to learn more about how to handle your transactions: Exclude a bank transaction you downloaded into QuickBooks Online.

 

When you're ready, you can proceed with categorizing your transactions then view how Schedule C categories appear on reports.

 

Please let me know if you have additional questions regarding transactions. I'll be around to assist you further.