Can I delete transactions from my bank from 2024 and reload those transactions from the bank?

Hi, deacons93.We can disconnect and reconnect your bank account to QuickBooks Online (QBO). Please note that once the transactions are up for review, they will be deleted, provided that the transactions in the categorized tab have been successfully undone.

To manually upload your bank transactions, here's how:

1. Select a start date.
2. Retrieve transactions from your bank.
3. Check the file format and size.
4. Upload the transactions manually.

About the transactions you've been unable to locate in the past three months, they may have been previously categorized. You have the option to revert these categorized transactions so that they will reappear in the review tab.

1. Begin by logging into your QuickBooks Online account and navigating to the Banking tab located on the left pane.
2. Select Banking, then look for your account.
3. Select the Categorized column.
4. Choose the item or transaction, then tap on Undo under Action.
5.  

QuickBooks sends downloaded transactions to the For Review tab and suggests categories for each transaction. Review them one by one:

• If the transaction says Add:

1. Select Add if the suggested category is correct.
2. Change the category by choosing one from the dropdown or adding a new one.

• If the transaction says Review:

      1. Select Review, then select a category or add a new one.

      2. Select Confirm.

Regarding the issue you encountered with your CSV import, we can perform browser troubleshooting steps to help you successfully import the file.

Here are some steps for troubleshooting your browser:

1. Open an Incognito Window: access your QuickBooks account through an incognito window to bypass any browser-related issues.
2. For Google Chrome: Use the key combination Ctrl + Shift + N
3. Mozilla Firefox and Microsoft Edge: Use the shortcut Ctrl + Shift + P
4. Safari: Press Command + Shift + N
5. Clear Cache and Cookies: If using an incognito window resolves the problem when accessing QuickBooks, it’s advised to clear your browser’s cache and cookies. Doing so can often fix issues with loading and formatting, and improve the overall performance of your browser.
6. Switch Browsers: If the problem continues, try switching to a different supported browser, as there may be a temporary compatibility issue between QuickBooks and your current browser.

To learn more about how to review and categorize downloaded transactions, please feel free to check this article:  Categorize online bank transactions in QuickBooks Online. 

Once everything is in order, you can refer to this article to learn how to reconcile your accounts ensuring they consistently align with your bank and credit card statements: Reconcile an account in QuickBooks Online.

Additionally, consider setting up a free consultation with our QuickBooks Live Expert Assisted service. Our knowledgeable professionals are prepared to provide personalized recommendations and comprehensive guidance tailored to your requirements. They will help you efficiently manage your QuickBooks Online account, this assistance will enable you to streamline your business operations and focus on what's essential for growing your business.

The QuickBooks Team is at your service to address any questions or concerns you might have regarding your bank transactions. Please don't hesitate to reach out for any clarifications or support you need, we're here to assist you.