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August 30, 2020
Question

Can you batch delete transactions in the bank register? Manual download formatted backwards. How can I batch delete after I have "added" the transactions.

  • August 30, 2020
  • 1 reply
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1 reply

JessT
August 30, 2020

Let's delete your transactions, tamikarjohnson19,

 

If your transactions were added from the Banking page, you can undo them to take them out from your bank register. 

  1. Go to Banking.
  2. Select the blue tile for the account you want to review.
  3. Select the Reviewed tab.
  4. Find the transactions you want to undo.
  5. Select Undo from the Action column. This removes the added record from your accounts in QuickBooks.
  6. Go back to the For Review tab and manage the entries.

Please check this out: Unmatch or move bank transactions after reviewing them.

August 30, 2020

thank you. I don't have a "reviewed" tab.. the tabs I see are "for review" "categorized" and "excluded. When I go to the dates and custom select the dates I am looking for it says "we can't find the transactions that you're looking for".. its they are clearly in the profit and loss detail. 

August 30, 2020

Hello there, tamikarjohnson19.

 

Let me provide further details about deleting multiple imported transactions in QuickBooks Online.

 

Yes, you're right that there are three sections where we can store banking transactions depending on its status (For review, Categorized, and Exclude). I can see you've mentioned that the transactions have been added already. With that, we can go to the Categorized section to undo them.

 

Here's how:

 

  1. Within the Categorized section, we can set the correct dates to generate those downloaded transactions easily.
  2. Tick all the transactions you'll want to delete next to the Date column.
  3. Click Undo.

     

Once done, let's go back to the Bank register to confirm if those transactions are not showing up. Go to Accounting on the left panel, and search the account name where transactions are in. They'll be deleted from the bank register but, they'll still show up in the For review section as mentioned by my colleague JessT. That will do.

 

Before undoing:

 

After undoing:

 

If you want to delete transactions in the Banking page, first make sure to have them in the For review section. Afterward, tick all the transactions you'll want to eliminate and select Exclude. Once done, go to the Exclude section and put a checkmark to all of them. Then, hit Delete.

 

 

For additional information on how to handle them, please consider checking this article: Categorize and match online bank transactions.

 

If you still need help, please know that I'm always here together with my colleague to help you out. Take care and have a good one!