How to Delete Downloaded Transactions in QuickBooks?

by James Antonio

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

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.

Steps for 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.

Choose the Correct Bank Account

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.


Need Some one on one QuickBooks Assistance?


Can you let me know the steps to Delete the Memorized Transactions in QuickBooks?

Start by clicking on the Lists at the top menu and choose the memorized transactions list by pressing Ctrl + T. Now right-click on the memorized transactions and click on delete memorized transaction and press OK.

Can you let me know how can I Delete Memorized Reports in QuickBooks?

First of all, go to the reports and then click on Memorized report list. Now you need to select the report you wish to delete and highlight it, then click the memorized report drop-down at the bottom left menu. Now click on delete memorized report and click on OK.

Is there a way I can fix uncleared Transactions in QuickBooks Online?

First, click open QuickBooks Online and go to expenses and choose vendors. And after that click on vendor name and find the expense transaction. Now change the correct account under category and click on save and close.

Can you list down the Steps to Delete an Account Permanently from QuickBooks?

First of all, you need to select the profile icon and then click on Bank accounts. Now find the account that you wish to delete and choose the trash icon in that section. After that you need to type delete and choose delete to confirm the deal.

How can I Enable an account Number in QuickBooks Online?

First, you need to click on the gear icon and then click on Accounts and settings. After that you need to select the advanced tab. Now click on Edit icon in the Chart of Account section. After that, you need to check enable account number and show account number. After that you need to click on save and done.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Easy Process

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

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Pricing

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Importer, Exporter & Deleter

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Pricing includes coverage for users
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Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
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  • Unlimited Users
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Accountant Pro

*See our Pricing for up to 20 Company Files.

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Pricing includes coverage for users
  • Services Include:
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  • Unlimited Users
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  • Up to 20 companies

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Accountant Premium

*See our Pricing for up to 50 Company Files.

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Pricing includes coverage for users
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Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

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Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

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