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December 3, 2020
Question

How do I delete transactions from the reconcile page ?

  • December 3, 2020
  • 1 reply
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1 reply

Angelyn_T
December 3, 2020

It's my pleasure to have you here on the Community page, @jcwoodward1.

 

I'm here to guide you on how to delete transactions from the Reconcile window.

 

Before we start, please make sure that once you remove these transactions from your record, it won't affect your balances and reconciliation. Once ready, you can follow these steps:

 

  1. From the Reconcile page, click on the transaction you want to take out.
  2. Select Edit.
  3. Once the transaction opens, go to the More tab, then tap Delete.
  4. Hit Yes to confirm the action.
  5. Repeat the steps for the rest of the entries you need to delete.

Once completed, you're now ready to continue reconciling your account. If you need additional resources, feel free to open this link: Reconcile an account in QuickBooks Online.

 

Just in case you encounter issues with your reconciliation, we have articles that laid out the instructions on how to fix them. Here are the following:

 

If you have any other QuickBooks or banking questions, please let me know by adding a comment below. I've got your back and am always happy to help. Wishing you a good one!