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September 17, 2022
Question

My bank merged with another bank thos year and I have doubled up on 2022 transaction classifications. Can I delete transactions specific to one bank ?

  • September 17, 2022
  • 1 reply
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1 reply

Angelyn_T
September 17, 2022

Welcome to the Community, @generogersbuilde. Let me share information about merging bank accounts in QuickBooks Online (QBO).

 

When merging accounts in QuickBooks, they'll become one in our record. The transactions will fall on a single bank only. At this time, you can delete the entries specific to one bank by identifying them manually.

 

Here's how:

 

  1. Sign in to QuickBooks.
  2. Click on Accounting on the left pane, then Chart of Accounts.
  3. Look for the merged account, then tap on View register under Action.
  4. Select and delete the transactions from there.

 

Another way to delete your entries is by opening them. You can learn more about the process from this link: Void or delete transactions in QuickBooks Online.

 

I'm also adding this article for more tips about merging accounts in QuickBooks: Merge duplicate accounts, customers, and vendors in QuickBooks Online. The same resource gives you details about combining duplicate customer and vendor profiles.

 

Let me know if you have other questions about your accounts and transactions. I'm just a post away to help. Have a good one!