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arkvalleyinfo
October 16, 2018
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How do I delete entries in For Review?

  • October 16, 2018
  • 1 reply
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Quickbooks on line - how do I delete items from For Review

    Best answer by vpcontroller

    From the Banking "For Review" tab, click the checkboxes to the left of the date for the transactions you want to exclude.

    1. Once you're done, click the Batch Actions drop-down arrow and select Exclude Selected.
    2. The transactions moved to the "Excluded" tab from the "For Review" tab.

     

     

    To delete permanently:

    • From the "Excluded" tab > Select transactions to delete > Batch Actions > Delete. 

    1 reply

    vpcontroller
    vpcontrollerAnswer
    October 16, 2018

    From the Banking "For Review" tab, click the checkboxes to the left of the date for the transactions you want to exclude.

    1. Once you're done, click the Batch Actions drop-down arrow and select Exclude Selected.
    2. The transactions moved to the "Excluded" tab from the "For Review" tab.

     

     

    To delete permanently:

    • From the "Excluded" tab > Select transactions to delete > Batch Actions > Delete. 

      B
      Breezy17
      June 1, 2019

      Sorry if this might be a silly question, but there are over 600 entries in the Excluded and I just want confirmation that if I delete them all they will not affect any of the reconciled statements. I have not worked in QB online and do not want to make more work for myself.

       

      Thanks so much for the assist.

      vpcontroller
      vpcontroller
      June 2, 2019
      @Breezy17 wrote:

      Sorry if this might be a silly question, but there are over 600 entries in the Excluded and I just want confirmation that if I delete them all they will not affect any of the reconciled statements. I have not worked in QB online and do not want to make more work for myself.

       

      Thanks so much for the assist.

      @Breezy17 

       

      No. Excluded data in sitting in the banking feed is not part of the entries in the bank register so it will not affect any reconciled transactions in QBO. Hope this helps!

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