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April 22, 2020
Question

Can I reverse a bank download?

  • April 22, 2020
  • 1 reply
  • 0 views
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1 reply

April 22, 2020

Hi there,

 

It's great you're taking advantage of the versatile Banking feature which QB Online offers. Sometimes it's necessary to reverse a bank download and I'd be glad to show you how to do that using QB Online. 

 

If the transactions are still showing in the For Review tab: 

  1. In the left navigation tab, click on Banking.
  2. In the For Review tab, select the transactions. 
  3. Click on Batch actions and select Exclude Selected
  4. In the Excluded tab, check the boxes for these transactions.
  5. Click on Batch actions and select Delete.

If these transactions are already accepted/matched, here's how to remove them:

  1. In the left navigation tab, click on Banking.
  2. In the Reviewed tab, select the transactions. 
  3. Click on Undo.
  4. Go in the For Review tab, select the transactions again , click on Batch Actions > Exclude selected
  5. In the Excluded tab, check the boxes for these transactions.
  6. Click on Batch actions and select Delete.

There you go! You now know how to get rid of unwanted transactions in QuickBooks. 

 

Give this a try and if you have further questions, I recommend contacting our support team using this link.