How do I permanently delete “Excluded” transactions in bank feeds?

 

You can permanently delete bank downloaded transactions in QuickBooks Online (QBO).

In order to permanently delete a bank downloaded transaction (or multiple transactions) from the banking center, you will first need to move it from “For Review” tab to “Excluded” tab.

To move from “For Review” tab to “Excluded” tab:

  • From the home page screen > Go to the left navigation bar Dasshboard
  • Click Banking
  • You’ll see the “For Review” tab, click the checkboxes to the left of the date for the transactions you want to exclude.
  • Once you’re done, click the “Batch Actions” drop-down arrow and select “Exclude Selected.” The transactions will be moved to the “Excluded” tab now.

You can permanently delete from the “Excluded” tab now.

To permanently delete-excluded bank transactions.

  • From the home page screen > Go to the left navigation bar dashboard
  • Select Banking
  • Select “Excluded” tab
  • Select Batch actions (drop-down arrow)
  • Select Delete
  • You can select to delete a transaction or multiple transactions here
  • Note: If you select UNDO it will move back to “For Review” tab.


How to permanently delete bank downloaded transactions in bank feeds


 
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How to delete posted transaction to Inventory Shrinkage (COGS) account in new QuickBooks Online?

From the home page screen

  • Go the Company “Gear” upper right corner
  • Select the Chart of Accounts under Settings heading
  • Select “Inventory Asset” account
  • Double click “ Inventory Asset” and the Asset Register for Inventory Asset will open
  • Locate “Inventory Qty Adjust” posted to “Inventory Shrinkage” account to delete
  • Double click the transaction line and Delete bar (along with three other options) will open
  • Selete “Delete” option
  • It will prompt with “Yes” or “No” message
  • Choose “Yes” button
  • Done.

QuickBooks Online: How to delete posted transaction to Inventory Shrinkage COGS Account

How do I delete downloaded bank transaction that I don’t want to add or match?

Unfortunately, there is no way to delete downloaded banking transactions in new QuickBooks Online.

Since you cannot delete downloaded transactions, you will have to move all unwanted downloaded transactions to “Excluded” column.

Select the transactions (you like to delete) and then use the “Exclude Selected” option under Batch Actions. It will move from “New Transactions” column to “Excluded” column.

QBO developers claim, it will sit there forever harmlessly, but I do not buy it.

If you feel this “delete” feature need to be added in future revision, please add your voice here. I’ve already done it in this past.

http://feedback.qbo.intuit.com