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ckrash
November 8, 2022
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excluding downloaded transaction in qb DESKTOP 2020

  • November 8, 2022
  • 1 reply
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Hello,

I've seen explanations for solving my problem for online versions but I can't seem to find a solution for the desktop version. I'm trying to remove a very old (2015!) transaction in my download file. I'm unable to match it to the corresponding transaction in my register even though the name and amounts match. I haven't had any issues until now with this but I need to clear my downloaded transactions in order to fix a bank feed issue. Quickbooks support won't help me- they say I have to buy the online version for help. 

    Best answer by MichelleBh

    Hi Mark_R

    Thank you. The messages in the Items Received section do not contain any transactions- they are just communications about things like my user name. The only place where this transaction is visible is in my downloaded transactions  window after I press View in the Bank Feeds window. It's not possible to use the delete button in that window to delete the transaction. I'm still stuck. 


    It seems that you're using Classic Mode, @ckrash. That's why you don't see the Transaction List button. 

     

    I'll walk you through the steps to change your bank feeds mode. Thus, you can remove the 2015 transactions from your QuickBooks Desktop (QBDT).

     

    QBDT offers three banking options: Advanced, Express, and Classic. The Transaction List tab is available in the Express Mode. To change the setup, follow the steps below: 

     

    1. Go to the Banking menu and select Bank Feeds. 
    2. Click the Change Bank Feeds Mode tab.
    3. Choose Express Mode and click OK. 

     

    For more information, see this link: Switch between banking modes.

     

    After that, follow the instructions outlined by KurtKyle_M above to remove the old transactions. For further visual references, see the screenshots below:

     

    Furthermore, see the following articles for information on how to bulk delete transactions and reconcile bank accounts in QuickBooks:

     

     

    Drop me a line if you need help managing your bank transactions. I'm happy to assist again. Take care!

    1 reply

    K
    Kurt_M
    November 8, 2022

    Hello there, @ckrash. Let's work this out so you can get rid of the old transaction in your QuickBooks Desktop (QBDT) company file.

     

    To remove the transaction, you'll want to go to Transaction List and then tick the box for the bank transaction that you'd like to exclude or get rid. I'll be glad to input the steps below so you can proceed. Here's how:

     

    1. Access your QuickBooks Desktop company.
    2. Go to Banking, and then select Bank Feeds.
    3. Select the Bank Feeds Center, and then choose the Bank account.
    4. Click the Transaction List to see the transactions.
    5. Tick the box beside the transaction that you want to get rid.
    6. In the Batch Actions button, select Ignore.

     

    See this page for more information: Add and match Bank Feed transactions in QuickBooks Desktop.

    A reminder, you'll have to switch to Advanced Banking mode to accomplish this. See this article for further guidelines about switching banking modes in QBDT: Switch between banking modes.

     

    Additionally, I've got you this article to help you handle banking errors in QBDT: Fix OL and OLSU Bank Feeds errors in QuickBooks Desktop.

     

    You can also check this page learn how to fix possible data issues within your QBDT company: Verify and Rebuild Data in QuickBooks Desktop.

     

    @ckrash, don't hesitate to get back to me if you need further assistance managing downloaded transactions in QuickBooks. I'll make sure to respond right away to help you resolve your query. Take care, and have a nice day.

    C
    ckrashAuthor
    November 8, 2022

    Hi KurtKyle,

    Thanks for responding to my inquiry. I'm still a bit confused, however. When I am in the Bank Feeds Center there is no list of transactions (this transaction is also very old, as I stated earlier). So- there's no option to tick on a box next to it. I've attached a pic so you can see what I'm seeing. Are there any other options to take care of this?

    M
    Mark_R
    November 8, 2022

    Thank you for getting back to us and sharing a screenshot on your Bank Feeds center, @ckrash.

     

    Based on the screenshot you've shared, you can view each of the messages from the Items Received section and look for the old transactions. Then, click the Delete button to remove them from your downloaded bank transactions.

     

    You may need help managing your bank transactions in QuickBooks Desktop. This article will help you handle them: Add and match Bank Feed transactions in QuickBooks Desktop.

     

    Feel free to post below if you have additional questions about this. I'll be around to provide further assistance.

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