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A
Anonymous
September 20, 2023
Question

QBO is adding back transactions that I deleted???

  • September 20, 2023
  • 1 reply
  • 0 views

I'm doing some major clean up on some books that haven't been kept for quite some time. there are tons of duplicated entries, etc. Yesterday I deleted about 15 of these entries. You can clearly see it in the audit log that I deleted them. When I logged in this morning, the system added them back. You can also see that in the audit log. It has the user listed as Online Banking Administration. Any one know how to fix this? I've encountered so many issues with QBO altering our books, etc. I don't have our accounts synced, I think they're considered linked. But it only brings in what I download to QBO and then I add or exclude. I am so frustrated with how difficult QBO is after using desktop for 20 years.

    1 reply

    G
    GenmarieM
    September 20, 2023

     

    Hello, @1798376

     

    I appreciate you taking the time to share this concern with the Community. I understand how frustrating this situation is on your end. Don't worry I am here to help you. Allow me to share some information about your concern.

     

    The auto add feature is one factor that might have affected your bank transactions. Let us first check and review your bank rules.

     

    Here's how:

     

    1. Click the Gear icon at the right-left corner of your screen.
    2. Under the Lists menu, choose Rules.
    3. Review the bank rules by clicking Edit under the Actions menu.
    4. Make sure to toggle off the Auto-add.
    5.  Click on Save.

     

    This way, QuickBooks Online will no longer automatically add your transactions to your system. We can now delete the transactions you want to remove.

     

    You may want to check out this article to learn more about setting up bank rules: Set up bank rules to categorize online banking transactions in QuickBooks Online.

     

    Once you have completed the sorting process and are ready to reconcile your account, you can use this article: Reconcile an account in QuickBooks Online

     

    If you need help regarding your QuickBooks Online issues, please do not hesitate to contact us again. 

     

     

    A
    Anonymous
    September 21, 2023

    I'm unsure if that's an actual fix because I just deleted all of the rules so that we can start fresh. I'm inclined to think that it does, seeing as how nothing was added this morning when I came in. Thank you for the response.

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