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A
alen11
July 4, 2024
Question

How to delete imported transactions

  • July 4, 2024
  • 1 reply
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1 reply

A
AbegailS_
July 4, 2024

Hi, Alen. 

 

I can help you in about deleting imported data in QuickBooks Self-Employed (QBSE).

 

There are two ways to eliminate undesired transactions from QuickBooks: you can either exclude them or delete them.

 

When dealing with imported transactions downloaded from your bank, it's best to exclude them instead of deleting them, as bank-downloaded transactions cannot be deleted but can be excluded.

 

When you mark a transaction as excluded, it remains in your records but is not included in your financial statements by QuickBooks. Therefore, it is crucial to verify before excluding any downloaded transactions to ensure its appropriateness for your accounting.


 

Here's how:

 

  1. Go to the Transactions menu.
  2. Find the transaction you want to exclude and select it to expand the view.
  3. Select the Exclude this transaction checkbox.
  4. Select Save.

 

See this article for more details and information: Exclude or delete transactions in QuickBooks Self-Employed

 

After you've excluded the transaction, it will be moved to the list of Excluded transactions. You can then review those transactions there to make sure you have excluded the right one.

 

I'm adding these articles you can use in the future:

 

 

If you have any further questions or encounter any difficulties with managing your transactions, please don't hesitate to reach out to us again. We're here to assist you every step of the way.

A
alen11Author
July 4, 2024

Actually, i need to delete them, the main reason for this is during the import for some odd reason it turned all the withdrawals into deposits and all deposits into withdrawals, making it useless. So i need to delete them, not exclude them, and re-upload, making sure the correct category is attached. 

 

everywhere i have searched, there is no delete function 

E
Erika_K
July 4, 2024

Thank you for your prompt response, alen. I'm ready to provide you with the necessary instructions for removing the transactions you've imported. The steps I've compiled cover every aspect of the deletion process, from accessing the correct menu to confirming the removal of the transactions.

 

There are two options from which we can remove the imported bank data. First, we can exclude them. This method keeps your data within the system but it won't appear on your financial statements. Second, is by deleting them. This process will permanently remove all of the data from the system, and you won't have an option to recover them. Let me walk you through the process: 

 

  1. Go to the Gear icon and choose Import Transactions.

  2. Select an account and hit Import older transactions.
  3. On the Files imported section, choose the delete icon.
  4. Click Delete.

 

Afterward, you can start re-importing the bank transactions and categorize them accordingly. 

 

I remain at your service, prepared to offer further support for any inquiries you may have about managing bank transactions in QuickBooks Self-Employed (QBSE), alen. I'm here to address your concerns and work diligently to provide effective solutions. Please feel free to express any issues or questions you're facing by leaving a comment below, as I'm committed to addressing them to the best of my ability.    

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