Skip to main content
January 23, 2024
Question

I had to copy and paste my bank account as it only had Jan1-March 6 and Oct.24-Dec. 31. When I copied all 12 months, I got duplicate transactions. How do I delete those?

  • January 23, 2024
  • 1 reply
  • 0 views
I have duplicate transactions from Those dates listed. How do I delete those duplicate transactions?

1 reply

JenoP
January 23, 2024

Good day, Kevin. Allow me to provide some guidance to address your question about removing banking transactions in QBSE.

 

There are a few ways to remove transactions that were accidentally added or downloaded in QBSE. You can use the Exclude function to remove them from your account.  

 

QuickBooks won't include excluded transactions as part of your tax calculations or financial reports. You can also permanently delete transactions if you've added them manually.

 

Use these steps if you haven't added or assigned categories to it:

 

  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. Click Save.

 

If you've already added categories to the duplicate transactions, you need to follow these steps on how to delete them: 

 

  1. Go to the Transactions menu.
  2. Find the transaction you want to delete and select it to expand the view.
  3. Select Delete.

 

For more information on handling duplicates and removing transactions in QuickBooks Self-Employed, check out these helpful articles:

 

 

Let me know if you need additional help managing your business transactions in QBSE, Kevin. I'd be happy to join the conversation again and ensure you get the support you need.