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February 20, 2024
Question

Anyone had this problem? I have quick snap receipts I don’t need and can’t erase. They’re in ‘to review’ so I review & convert them to expenses & erase but they reappear.

  • February 20, 2024
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1 reply

February 20, 2024

Hi christineekurbis,

 

Thanks for reaching out to us here.  QuickBooks Online enables you to remove transactions as needed, so your account remains balanced and organized.  Here's how to delete a transaction from your bank feed;

 

1. From the For Review tab, checkmark the box beside the entries

2. Select Exclude 

Note: You can permanently delete the transactions from the Excluded tab by selecting all items and then hit Delete. This process is irreversible and any transactions deleted in error will need to be recreated manually.

 

If the transactions re-appear, this is usually caused when Bank rules have been created.  Before excluding/deleting, you'll need to disable the associated bank rule.  To do this, go to Transactions > Rules.  In the Action column, use the ▼ dropdown menu for the bank rule and select Disable.  After you've successfully deleted the transactions, you can activate the bank rule again.

 

Should you require additional assistance, please don't hesitate to contact us outside of Community.  It would be our pleasure to work with you in real time, and ensure you're able to accomplish your QuickBooks goals without delay!

 

If you have other questions, feel free to reach out again.  We would be glad to help!