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April 29, 2022
Question

Undeposited funds

  • April 29, 2022
  • 1 reply
  • 0 views

Hello

I accidentally allocated my bank deposits from my bank feed download to daily sales income instead of undeposited funds and now quickbooks will not allow me to change it. Is that anyway I can change it or delete my downloaded transactions from my bank and re-download them?

Thanks!

1 reply

April 29, 2022

Hello there, @Ash914.

 

Glad to have you post in the Community. I'm glad to steer you in the right direction how to delete a bank feed in QuickBooks Desktop.

 

To deactivate the bank feeds from QuickBooks, you need to make changes to the bank settings and deactivate all online services. To know how to delete bank feed in QuickBooks Desktop, you can perform these steps below:

 

1. Click on the Lists menu.
2. Then, choose the Chart of Accounts option.
3. Click right on the account you need to remove.
4. After this, click the Edit Account option.
5. Select the Bank Settings tab.
6. Click on the Deactivate all online services option.
7. Press the OK button to confirm your action.
8. Click the Save & Close button.

 

If you are unable to deactivate the bank feeds, you can do it manually. For this process, an Excel sheet will be required. All you have to do is export the Chart of Accounts, edit the IIF file in Excel, and import the IIF file to your QuickBooks account. Take a look at the detailed steps: Export, import, and edit IIF files.

 

I'll be adding this article for more information about importing and exporting data in QuickBooks Desktop.

 

Additionally, Feel free to visit this page for more details: How To Export Your QuickBooks Desktop Company File and Import to QuickBooks Online

 

If there's anything else you need, you're always welcome here in the Community to post again. We'll be always around ready to help. Have a great weekend.