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April 9, 2024
Question

How can you delete permanently transaction from last year that are continually being migrated from your bank?

  • April 9, 2024
  • 1 reply
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1 reply

April 9, 2024

Hello there.

 

Let me guide you through getting rid of your transaction from last year that your bank continuously adds back to QuickBooks Online. 

 

In QuickBooks Online, if you permanently delete a transaction, the system will identify the transaction as not accounted for and will import the exact transaction again from the bank. To fix this, you'll need to exclude the transactions directly from your QuickBooks Online banking page. 

 

Here's how:

 

  1. Go to Transactions, and click the Bank Transactions tab.
  2. Locate the transactions from the For Review tab and click the checkbox on its left side. 
  3. Click Exclude.

 

If you didn't find the transactions, find them in the Categorized tab and click the Undo button in the Action column. Now, go back to the second step above.

 

After successfully excluding those transactions, you can consider reconciling your complete bank transactions to match them with your QuickBooks Online records.

 

Let us know if you have additional concerns besides excluding transactions in QuickBooks Online. We're always here to help.