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Leni
March 12, 2019
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How to delete a bank transaction

  • March 12, 2019
  • 3 replies
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Hi, My client added their bank feed but the uploaded transactions include dates prior to the current year. (these were accounted for in another software)

I want to delete these transactions but I do not see how. I use the bank rec screen and click on the transaction but I cannot see a delete option, I only see 'Split' or 'Add'. When I click on the 'plus' button on the upper right hand of the screen I also do not see a delete option.

Where should I be looking instead?

    Best answer by Rajanikanth

    Hi, you can exclude and delete the downloaded transactions. 

    1. From banking screen select the relevant bank, then select for review tab
    2. Tick the transactions you want to exclude, then select Batch actions and then Exclude selected 
    3. Select the Excluded tab   
    4. Tick the transactions you want to Delete 
    5. Select Batch action 
    6. Select delete 
    7. A message will pop up asking Are you sure? These transactions will not be recoverable 
    8. Select Yes.

    Comment back if you need more details.

    3 replies

    Rajanikanth
    RajanikanthAnswer
    March 12, 2019

    Hi, you can exclude and delete the downloaded transactions. 

    1. From banking screen select the relevant bank, then select for review tab
    2. Tick the transactions you want to exclude, then select Batch actions and then Exclude selected 
    3. Select the Excluded tab   
    4. Tick the transactions you want to Delete 
    5. Select Batch action 
    6. Select delete 
    7. A message will pop up asking Are you sure? These transactions will not be recoverable 
    8. Select Yes.

    Comment back if you need more details.

      S
      storywildstudios
      April 1, 2019

      Hello!
      I am having the same problem. There is no option for delete. 

      I am using Quickbooks self-employed. When I go to view my bank, I can edit the bank name, but there is nothing that says I can see those transactions and delete them. What should I do? 

      thanks!

        AddieC
        AddieC
        April 1, 2019

        Hello, 

         

        Having the ability to delete transactions in your QuickBooks Self-Employed account is essential. I want to make sure to point you in the right direction for advice. 

         

        The best place to seek assistance with QuickBooks Self-Employed is by filling out this email form: https://help.quickbooks.intuit.com/en_CA/contact. You can also contact an agent using the in-app chat support. 


        The QuickBooks Self-Employed team will be able to help get you back on track. 

         

        Have a great day!

        D
        darronk
        May 29, 2019

        What if the transaction is in the bank reconciliation list but not in the Review Tab, which is the problem I have.  It is also in a prior year.  It is still floating around as an uncleared transaction but it doesn't need to be there at all.  How does one remove these?

          AlcaeusF
          AlcaeusF
          May 29, 2019

          Thanks for joining this conversation, @darronk.

           

          If the transactions are not showing on the For Review tab, but are on the bank reconciliation list, you can delete them through the register.

           

          Here's how:

           

          1. Go to the Gear icon at the upper right.
          2. Pick Chart of Accounts under Your Company column.
          3. Locate the bank account, then click View Register under Action column.


          4. Select the transaction, then Delete.
          5. Hit Yes to confirm.

           

          I'm also adding these articles for future reference:

           

           

          That should do the trick. Please let me know if you need anything else in the comment section. I'll be here to answer them. Cheers!

          J
          JamesM
          September 10, 2019

          Hi John. Here are the steps on how to exclude or delete transactions using QuickBooks Self-Employed: 

           

           If you access QBSE through a web browser

          1.     Open the transaction from the Transaction page.
          2.     Check Exclude.
          3.     Select Save.      

           If you access QBSE through the mobile app

          1.     Tap the transaction.
          2.     Toggle Exclude.
             

          For more info on how to exclude and delete transactions, check out this helpful article: Exclude or delete transactions. Don't hesitate to reach out in case you have questions. I'm here to help. :) 

          D
          DP7212
          February 20, 2020

          So, basically you CAN'T DELETE transactions on QuickBooks Self-Employed? Is this what I'm understanding? 

           

          I keep seeing a lot of sheisty responses from the QuickBooks teams that don't seem to address the question. 

           

          If you can't DELETE transactions in QBSE, then just say so. But don't waste my time sending me to other pages that don't address my issue. No one on this page is asking about Excluding transactions. They all want to DELETE them, GONE, off their books. 

           

          So, could someone please tell me, once and for all, how to DELETE a transaction from QBSE (because the option "DELETE" doesn't even appear on my screen.) And if you can't DELETE, just be honest and say so, and indicate that with QBSE you cannot delete.

           

          I'll stand by for your response!

            AddieC
            AddieC
            February 20, 2020

            Hi there. I know how important it is to be able to delete transactions in QuickBooks Self-Employed. In the article linked above by JamesM, the steps are listed that explain the process of deleting a transaction in QuickBooks Self-Employed.

             

            Here they are again in case you missed it: 

             

            If you access QBSE through a web browser

            1. Open the transaction from the Transaction page.
            2. Select the transaction.
            3. Select Delete, then choose Yes to confirm.

            If you access QBSE through the mobile app

            1. Tap the transaction.
            2. Tap Delete Transaction.
            3. Select Yes to confirm.

            If you have any other questions or concerns, please reach out to the QuickBooks Self-Employed team directly. This team specializes in the Self-Employed product, and they'll be able to get you back on track.

             

            Have a nice day. 

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