Maybelle_S
QuickBooks Team

Banking

I can help you delete transactions from your account, @Kriti__19.

 

In QuickBooks Online (QBO), we'll have to exclude the transaction first before we can delete it. I'll guide you how:

 

1. Go to the Banking menu, and then the Banking tab.

2. Choose the bank account, then go to the For Review tab.

3. Select the transactions you want to exclude.

4. Click Batch actions, then choose Excluded Selected.

 

Then, you can already delete them. Here's how:

 

1. Go to the Excluded tab.

2. Choose the transactions you want to delete.

3. Click Batch actions, then choose Delete.

4. You'll receive a message, "Are you sure? This transaction will not be recoverable.", click Yes.

 

I'm also linking an article for further guidance: Exclude expenses from downloaded bank transactions.

 

You can also see this link about categorizing your bank transactions in QBO for reference: Assign, categorize, edit, and add your downloaded banking transactions.

 

I'll be right here to assist you if you need anything else. Just leave a reply below, and I'll get back to you. Take care!