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davidmatyas
August 31, 2021
Question

Is there a way to delete multiple records from a bank feed before importing them and then be able to import them later?

  • August 31, 2021
  • 1 reply
  • 0 views

I imported via a QBO file my entire credit card account into the bank feed.But I realized it imported all of my Amazon transactions. However, some of them are personal while others are business. Being that I use 2 separate credit card numbers on the same account, it's easy for me to tell the difference which one on my credit card website, but QB does not differentiate when I import them. So what I would like to do is remove them from the bank feed before importing them then download a new QBO file with only one of the credit card transactions, import that, set them all to the proper account, then download another QBO with the other cc number for the same account, and then assign it to the other account. I understand that I may have to redo the bank feeds matching but that's not a problem.

 

Any suggestions?

 

Thank you

1 reply

S
SashaMC
August 31, 2021

Hey davidmatyas,

 

Thank you for reaching out to the QuickBooks Community! To delete the records before importing, here's what to do:

 

  1. Go to the Gear icon at the upper right.

  2. Select Chart of Accounts under Your Company column.

  3. Find the bank account, then click View Register under Action column.


    4. Pick the transaction, then Delete.
    5. Hit Yes to confirm.

     

    That should do it! Please let me know if you have any additional questions! I will be on standby. I hope you have a good day! 

D
davidmatyasAuthor
August 31, 2021

I have quickbooks desktop, I dont see a gear icon

KlentB
KlentB
August 31, 2021

Hi there, davidmatyas.

 

I'm here to guide you in excluding those transactions.

 

For QuickBooks Dekstop, you can use the Ignore functionality to remove the imported transactions from the Bank Feed Center. Here's how:

 

  1. Go to the Banking menu.
  2. Select Bank Feeds, then choose Bank Feeds Center.
  3. Click the appropriate bank or credit card account
  4. Select Transaction List, then tick the checkbox of the transactions you want to remove.
  5. From the Batch Actions drop-down menu, choose Ignore.
  6. Select Yes to confirm the changes.

In addition, here are some articles that you can read to help manage your bank feed transactions in the program:

 

Drop me a comment below if you need more help in dealing with your other tasks. I'll always have your back.

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