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M
mundellmelissa
February 20, 2021
Question

How can I delete a transaction in banking which is causing an error in reconciliation?

  • February 20, 2021
  • 1 reply
  • 0 views
I have two entries from a previous month which are making the next month's beginning balance off. These should not have been cleared by last month's reconciliation but apparently were.

1 reply

J
JonpriL
February 20, 2021

Hello @mundellmelissa,

 

You have several steps to take so you can delete a transaction from online banking. Let me show you how.

 

First set:

  1. Go to Banking.
  2. Select the bank account in question.
  3. Under Categorized, select the bank transaction you wish to delete.
  4. Click Undo.

Second set:

  1. Go to Banking.
  2. Select the bank account in question.
  3. Under For review, select the bank transaction you wish to delete.
  4. Click Exclude.

Once done, this bank transaction will now be moved to the Excluded tab. From here, you can click Delete to completely delete the bank transaction or let it stay for future use.

 

In the same manner, here's a couple of articles you can read to learn more about the steps:

On top of that, I've got you these helpful articles for ideas about how you can work well with your business in QuickBooks: Banking for QuickBooks Online.

 

If there's anything else that I can help you with, please let me know in the comment section down below. I'll always be around, ready to help.

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