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meafordbookkeepi
October 25, 2019
Question

How do you delete "reviewed" items in the bank feed? Pages of them going back months and they are not needed anymore.

  • October 25, 2019
  • 4 replies
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4 replies

AddieC
AddieC
October 25, 2019

Hi there, 


The Bank Feed is one of the best convenience features in QuickBooks Online. Having access to all of your banking transactions is a great tool for reconciling and staying on top of your entries in your books. I'd be happy to explain what happens to the transactions in the Reviewed tab. 

 

There's three essential tabs present on the Bank Feed page: For Review, Reviewed, and Excluded. Once you add/match your transactions in the For Review tab, they'll move over to the Reviewed section. 

 

Once reviewed, the system will keep a record of that transaction indefinitely. The only way to remove transactions in the Reviewed tab would be to click Undo and exclude them, however this would remove the add/match you've completed, which you don't want to do unless the add/match was a mistake. 

 

The transactions in this section will continue to accumulate in the system. Don't worry, there's no need to remove them. 

 

I hope this helps answer your question. If there's anything else I can help you with, please let me know. 

 

Cheers!

melbab
April 27, 2020

I have a Canadian version of QB Desktop Premier and we do not have an option to delete or exclude a bank feed transaction.  I have contacted support and had Lu advise me that the extra 60 - 100 items that are duplicated and already reconciled will need to be deleted from the reconciled list and then re-added from the unmatched list.  This cannot be the case.  Please tell me there is a way not be rid of unmatched transactions that were duplicated.  This has become very frustrating.  Also I do not have the option to change bank feed preferences as I also do not have that option.

    All about Bookkeeping
    October 3, 2020

    I have the same situation - The previous bookkeeper downloaded transactions from years ago that have been reconciled already and now YEARS worth of transactions are sitting "unmatched".  Using QB desktop premier.  HELP.  How do you delete the transactions sitting in "unmatched" without having to "add multiple" enter the details and then delete them?  That can't be the solution.

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