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January 15, 2023
Question

QB self employed

  • January 15, 2023
  • 1 reply
  • 0 views

Hi i uploaded older bank statements and loads of entries have come in wrong all i want to do is delete but no delete button only exclude i want to delete but how ? thanks

1 reply

Nicole_N
January 15, 2023

Hi there, @michaelwoody. I'm happy to guide you in deleting your transactions in QuickBooks Self-Employed (QBSE).

 

If you want to remove entries you no longer need, you can exclude them. QuickBooks won't include excluded transactions as part of your tax calculations or financial reports.

 

Here's how:
 

  1. Go to the Transactions menu.
  2. Find the transaction you want to exclude and select it to expand the view.
  3. Select the Exclude this transaction checkbox.
  4. Select Save.

 

Keep in mind that you're unable to delete transactions downloaded from your bank. You can only delete transactions you've added manually.

 

Here's how to delete manually added entries:
 

  1. Go to the Transactions menu.
  2. Find the transaction you want to delete and select it to expand the view.
  3. Select Delete.

 

 

Once everything is fine, you can now categorise transactions in your QuickBooks Self-employed account. 

 

Should you need further assistance in deleting transactions, don't hesitate to leave a reply. I'm always willing to help. Take care and have a great day!