How do I delete a partial bank feed and upload a CSV file with all transactions for a whole year on a Mac?

Hi wendy-twillitvir,

Welcome to the QuickBooks Online Community family! It's great you're using the online banking feature to save time in the entering of your transactions. I know how important it is to keep your books accurate and up-to-date. I'll be happy to assist you with this.

Selecting the date range for the download is an important step when connecting your bank or credit card account. Some banks download the last 90 days of transactions while others go back as far as 24 months. If you want to delete transactions that came over on your For Review tab to start the process all over using a CSV file, you'd first need to exclude those transactions. Doing this ensures there are no duplicates in the account after manually uploading your file. Here's how to exclude transactions on the For Review tab.

1. Select Banking.
2. On the Banking page, select the For Review tab.
3. Select the checkboxes of the transactions to exclude.
4. From the Batch actions drop-down, choose Exclude Selected.

These transactions are then moved to the Excluded tab for reference or review but aren't tracked or reported as part of your business finances. They also don't appear in any associated account registers or reports. To delete transactions on the Excluded tab, simply select the transactions and click on Delete from the Batch actions drop-down. I also recommend checking your Review tab to make sure there are no transactions you'd like to Undo (pull back to the For Review tab) and Exclude.

Once you're satisfied with the bank feed, you can now move on to upload your CSV file. To guide you during the process, here's an article: Import bank transactions using Excel CSV files

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