Banking

I’m pleased to assist your further, @EileenLight.

Let’s get these duplicate transactions from 2015-2017 deleted in QuickBooks Online (QBO).

Based on your statement above, you are certain that these transactions are duplicates from 2015-2017. In this, we can delete them in your QBO to eliminate them from the reconciliation module. Please know that this will still affect the data on your financial reports.

Let me guide you on how you can delete the following transactions. You can also do this in bulk, so you don’t have to get into every transaction:

1. Click the Banking menu.
2. Select the correct bank account.
3. Go to the For Review tab and mark the items you want to delete.
4. Click the Batch actions button.
5. Choose Exclude Selected.
6. Once done, go to the Excluded tab.
7. Mark the transactions. Then, click the Batch actions button.
8. Click Delete.

You’ll want to keep your QBO account balanced by creating a Journal Entry (JE). This way, you can ensure that you’ll get a clean outcome after deleting those old transactions. Also, I recommend you seek advice from your accountant for further guidance. Your accountant can help or guide you on what accounts to use and the date to enter when creating JE.

Once settled, browse this article for reference when running a report in QBO. Reports can provide you a snapshot of your business: Run reports in QuickBooks Online

You can always comment back if you have further clarifications about deleting transactions. I’m just a post away from assisting you. Stay safe!