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A
arkvalleyinfo
November 27, 2018
Question

How can i delete a bulk of transaction from quickbooks

  • November 27, 2018
  • 4 replies
  • 0 views
Original commenter did not share additional details

    4 replies

    A
    Anonymous
    November 28, 2018

    It's good to see you here in the Community, smagar,

     

    I can share some information about bulk deleting transactions in Quickbooks Online.

     

    May I know what items are you trying to delete? Any details you can provide will help us narrow things down. 

     

    Currently, the option to do a batch delete is only available for bank feeds transactions that are yet added in QuickBooks. Let me guide you how to delete online banking transactions:

    1. Click the Banking menu.
    2. Select the correct account.
    3. Go to the For Review tab then mark the items you're deleting.
    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.

    That information should get you on the right track.

     

    However, if you're deleting chart of accounts transactions, you'll need to delete them one at a time. Being able to do this in QBO is a great idea, and I would like to put this forward to our developers so I'd encourage you to send them your product suggestion. Here's how to send your product request:

    1. Click the Gear icon.
    2. Choose Feedback.
    3. Enter your request/product suggestion, then click Next.
    4. Click Skip and send message.
    5. Select Feedback as the Category.

    Please update me if you need further assistance with QuickBooks. I'm here to help.

      V
      VincentUK
      October 27, 2019

      I am disappointed with the way QB works, it is not possible to upload excel format bak statements, you have to do it in CSV and with not enough rows.

       

      It is happening that imported data are multiplied x 3 and now I am trying to delete just one month but since it is not possible to pause rules they overcome the process before I can do the - long - procedure to delete multiplied entries!!!
      If I knew before these and other problems, I wouldn't have chosen QB....

        R
        RaymondJayO
        October 27, 2019

        This isn't the kind of service we want you to experience, @VincentUK. 

         

        When importing bank transactions using the WebConnect process, the data downloaded will depend on the file coming from your bank. Currently, the program can only import CSV files that use either a 3-column or 4-column format. 

         

        I understand how you feel when your imported data are multiplied thrice and you're unable to delete entries by batch. Rest assured, I'll take note of your suggestion how you'd like to delete multiple entries at a single time. This way, our product engineers can consider it for future updates. I'd suggest visiting our blog posts to help you stay current on our product innovations. 

         

        You can visit this link: Banking. It provides you helpful articles to easily manage your bank transactions and reconciling your account in QuickBooks. 

         

        I'm just here right in the corner if you need further help. Take care always, @VincentUK. 

        U
        UAE
        December 8, 2020

        I honestly cannot believe that bulk delete functionality is not available. It seems to have been flagged years ago and the feature still hasn't been developed. Absolutely pathetic

          K
          kclarke2009
          December 6, 2021

          Paypal import messed up my books in TWO companies. It would be much easier to delete and start over completely, but NOOOOO.  Why is it not a function to delete an account from QBO?  My bookkeeper said I would have to switch to Desktop for this funtionality. This makes NO SENSE!

            MJoy_D
            MJoy_D
            December 6, 2021

            I can share some information about deleting your data in QuickBooks Online and start over, @kclarke2009.

             

            You can only delete all the information from the account if your account is less than 60 days old. If it's already beyond, then you'll need to cancel the current account and create a new one.

             

            If the account is less than 60 days:

             

            1. Login to your QuickBooks Online (QBO) account.
            2. Delete all the text after the last / and enter purgecompany (Example: from https://app.qbo.intuit.com/app/homepage to https://app.qbo.intuit.com/app/purgecompany).
            3. Type Yes to confirm the deletion and then Wipe data.

             

            If it's beyond 60 days:

             

            1. Cancel your current account from the Account and Settings.
            2. Sign up for a new account by going to this link: https://quickbooks.intuit.com/pricing/.

             

            Check this article for detailed guidance in deleting your data and or creating a new account: Delete your data and start over in QuickBooks Online.

             

            Here's more information on how to disconnect your PayPal account and manage your transactions: Use the Connect to PayPal app.

             

            Let me know if you need more help in deleting your account and or anything else by leaving a reply below. Take care and have a great rest of the day!

            D
            dabdullah516
            July 7, 2022

            The way to batch delete transactions already input from the Bank Feed is:

             

            Go to Banking
            Select the tab Categorized (Between For review and Excluded)
            Select the transactions that you want to remove and click Undo

            D
            dafnie
            December 31, 2022

            I am sad to see that as of December 2022, I still can't batch delete the hundreds of transactions I have sitting in my CoA from a CLOSED BANK ACCOUNT that's not found in the banking tab anymore.

            A
            AccGuild
            January 21, 2025

            2025 and still no solution. Company is a joke. Moving 30 clients from them and over $1000 in subscription fees to a new provider. Company is inept and Indian-only Customer Service are incompetent

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