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Removing an existing bank account
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Banking
Hi fairfield-impex,
This is a great observation, I'll try give you some tips on how you can achieve this.
You are able to create one within the Chart of Accounts.
- Go to the Accounting tab
- Go to the Chart of Accounts tab
- On the right, select the green New button
- Fill in the details of the account, make sure to name the account something that distinguishes it from others.
- Save and Close
Now you are able to import your CSV file into the newly created account.
- Go to the Banking tab
- Click on the drop down arrow next to the Link Account button and select Upload from file
- Select your chosen CSV file with the transactions and select Next
- Under QuickBooks Account, select the newly created account and then select Next
- Map out the fields then select Next
You should now be able to see a new bank account in your Banking tab with the transactions you just imported over.
Let me know if you still needed any assistance!
Kristian.
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Thanks. I will try that but how do I remove the existing bank account I created and has unwanted transactions.
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Hi FairField-iMpex,
Thank you for following up with us.
If transactions have not been added to your QuickBooks Online, but only showing under the "For Review" session, by disconnecting the bank feed, those transactions will also be removed.
You can also manually exclude unwanted transactions. Please visit the link below for more details:
Exclude a bank transaction you downloaded into QuickBooks Online
Thank you and please let us know if you require any additional assistance.