I just did a batch action from the banking center and added all expenses to the same category. How do I undo that action?

Using batch action in bank feed, you moved banking transactions from “New Transactions” tab to “In QuickBooks” column area.

In order to “Undo” transactions, go to “In QuickBooks” column and select items from the list to move it back to new transactions tab > select Batch actions > choose UNDO.

That will bring it back to “New Transactions” tab again.

undo batch action
undo batch action

 


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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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