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January 21, 2024

You can use a deleter tool

https://get.transactionpro.com/qbo

 

January 21, 2024

I'd be glad to assist you in deleting all transactions for 2023 in QuickBooks Online (QBO), charles. 

 

If the bank transactions are still on your Banking page, we can remove them by clicking the Exclude button. Here's how:

 

  1. Select the Banking or Transactions menu.
  2. Find and select the transaction you want to delete.
  3. Click Exclude.

The transaction moves to the Excluded tab of the Banking page. You can delete the transactions from there.

 

Refer to this article for more information about excluding bank transactions: Exclude a bank transaction you downloaded into QuickBooks Online.

 

Furthermore, you may want to look at a third-party application to help create templates that can automatically populate with the necessary fixed and variable costs based on the customer. You can find one by visiting this website: https://quickbooks.intuit.com/app/apps/home/.

 

From here, you may consider reconciling your accounts to ensure your books are accurate and there aren't any duplicate transactions: Reconcile an account in QuickBooks Online

 

Keep your posts coming if you have more questions about adding your bank transactions, I'm happy to answer them for you. Just post it here as a reply and I'll take a look at it. Have a good one!