How to Delete Downloaded Transactions in QuickBooks?

Has QuickBooks downloaded a duplicate transaction in bank feed section? Know how to delete downloaded transactions in QuickBooks.

It happens to the best of us, but the good news is you can easily resolve the issues by deleting the transaction. As you all might be aware, when QuickBooks downloads a new bank or credit card transactions, it matches them with already entered transactions. If it does not find a match, it will create a new record for you. Now you will have to review and approve the work.

If as it sometimes happens, you did not notice and match the wrong transactions or have categorized them in the wrong account, you can make the changes after the review. We have covered detail steps for unmatching a transaction and moving it to ‘For review’ tab, deleting a transaction from the ‘for review’ tab and even moving of downloaded transaction in to another account.

Follow the process as it suits to you, but ensure to take the steps in similar order, to avoid any mistakes from the next section.

Ways to Delete Downloaded Transactions in QuickBooks

If the incorrect or duplicate transaction that you downloaded by mistake is in ‘For review’ tab, then you can go ahead and move them in excluded tab and delete them from there. But if you have already matched and categorized them to a wrong account, then you will have to first unmatched them a then delete them. Let us see how to delete an already matched transaction that was downloaded by mistake:

How Can You Unmatch a Downloaded Transaction?

To unmatch a downloaded transaction, do as instructed below:

Step 1. First of all, open QuickBooks and go to the Banking menu.

Step 2. After that, click on Banking tab and select the tile for bank or credit card account that you downloaded the transaction from.

Step 3. Now click on categorized tab and locate the transaction that you wish to unmatch.

Step 4. Once you are there, you should choose the blue transaction link in the added/matched column to see the details of the matched transaction.

Step 5. Now you need to click on Undo from the action column, this will disconnect the two transactions and after this original transaction will go back to the review tab.

Process Steps for Deleting the Transaction from ‘For review’ tab

To delete the transaction from ‘For review’ tabs take the below steps:

Step 1. You need to first go to the Banking tab and choose the correct bank account and then go to the ‘For review‘ tab.

Step 2. Now click on the transactions that you want to exclude i.e., transactions that you downloaded by mistake. After that, click on batch actions and click on ‘Exclude selected‘.

Step 3. In this step, select the excluded tab and click on the transactions that you want to delete and click on the batch action.

Step 4. After clicking on batch action, select delete and a pop message will appear saying ‘Are you sure? these transactions will not be recoverable‘ and you need to click on Yes to provide your confirmation.

In case you do not want to delete but move the downloaded transaction to another account you can follow the below steps:

Step 1. First, you need to go to the Banking menu and then go to the Banking tab.

Step 2. After that, you need to select the bank or credit card account you have downloaded the transactions from.

Step 3. Now click on Categorized tab and locate the transaction that you wish to move.

Step 4. In this step, click on the blue transaction link in added/ matched column and open the transaction.

Step 5. Go to the category drop-down choose an account for each transaction (do not change the payment account) and then click on save and close.

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