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ccott18
January 24, 2020
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How can I delete recorded expenses in a bulk action? I have about 475 duplicate expenses recorded since I have multiple accounts synced with quickbooks

  • January 24, 2020
  • 3 replies
  • 0 views
Original commenter did not share additional details
Best answer by Tori B

Happy Friday, @ccott18.

 

Welcome to Community. I'm happy to assist you with deleting in batch.

 

Great news, this is an easy process. Let's get started:

 

1. Go to the Banking tab.

2. Click the Reviewed section, and check off the transactions you wish to remove.

3. After you have choose all the transactions, click the Undo button the select Continue.

4. This will then place the transactions back into our For Review section.

5. Again, select all transactions you wish to delete.

6. Click Batch actions, and Exclude Selected.

7. Then open the Excluded tab next to the Reviewed tab.

8. Here you can select all the transactions (to make this a quick process, you check the box next to date to choose them all at once)

9. Once you have choose all transactions, Click the Batch actions button and select Delete then Yes.

 

 

That's all there is to it. If you have further questions, feel free to reach back out. I'm always happy to lend a helping hand. Take care and have a wonderful weekend!

 

 

 

3 replies

Fiat Lux - ASIA
Fiat Lux - ASIA
January 24, 2020

Utilize the trial period of these deleter tools

https://transactionpro.grsm.io/qbo

https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

 

Hope it helps.

Tori B
Tori BAnswer
January 24, 2020

Happy Friday, @ccott18.

 

Welcome to Community. I'm happy to assist you with deleting in batch.

 

Great news, this is an easy process. Let's get started:

 

1. Go to the Banking tab.

2. Click the Reviewed section, and check off the transactions you wish to remove.

3. After you have choose all the transactions, click the Undo button the select Continue.

4. This will then place the transactions back into our For Review section.

5. Again, select all transactions you wish to delete.

6. Click Batch actions, and Exclude Selected.

7. Then open the Excluded tab next to the Reviewed tab.

8. Here you can select all the transactions (to make this a quick process, you check the box next to date to choose them all at once)

9. Once you have choose all transactions, Click the Batch actions button and select Delete then Yes.

 

 

That's all there is to it. If you have further questions, feel free to reach back out. I'm always happy to lend a helping hand. Take care and have a wonderful weekend!

 

 

 

    C
    ccott18Author
    January 28, 2020

    Thank you so much!

      MaryLandT
      MaryLandT
      April 27, 2021

      Allow me to step in and help remove those duplicate expenses, deaconlyric.

       

      You're maybe seeing the Categorized tab. This is the replacement of Reviewed on the Banking page.


       

      From this tab, you'll be able to see all accepted expenses. And, they're all posted on your bank register.

       

      You simply need to locate accepted expenses and click the Undo option under the Action column to put all of them back to the For review tab. Then, you can exclude duplicate transactions in bulk.

       

      If you need assistance with this process, you can contact our QuickBooks Live Support Team. They can do screen-sharing and walk you through the step in a secure environment.

       

      Here's how to get in touch with them:

       

      1. Sign in to your QuickBooks Online company.
      2. Select Help (?).
      3. Select either tab to get started:
        • Assistant: Get quick, personalized answers. Select a suggested option, or type a question or topic you need help with. If you decide you need further help, you can still Talk to a human.
        • Search: Search the QuickBooks Online knowledge base directly, or select Contact Us and choose a way to connect with us:
          • Start a chat with a support expert.
          • Get a callback from the next available expert.

      I'm adding this link to help manage your expenses and vendors: Video tutorials for QuickBooks Online.

       

      Stay in touch with me if there's anything else I can help you with QuickBooks. I'm always right here whenever you need additional information about deleting expenses.

      D
      deaconlyric
      April 27, 2021

      Thank you so much. the "For review" area was empty the entire time.  Categorized worked.  That saved me hours and 200+ removals. 

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