Hi there kba736,
I appreciate your feedback about this thread and the information shared here. I've read through it, and part of the problem I see is a mixed discussion of how the banking feeds works in each of our three products: Online, Desktop, and Self-Employed. That can definitely cause some confusion, and I'd like to respond to your question about QuickBooks Self-Employed specifically to make sure you have the answer you're looking for.
In QuickBooks Self-Employed, transactions downloaded from the bank feed connection can be excluded, but there isn't currently an option to delete them outright, even if you've already excluded them. When you exclude a transaction, you can simply ignore it in the feed or use the filters so that you only see certain kinds of transactions. The transactions you can delete are those manually entered into the Transactions section since those are ones you created yourself.
While you can connect with our dedicated QuickBooks Self-Employed team to inquire if there are any special backend tools available to remove those transactions, this is likely a case of submitting feedback to our product development team to share how not being able to delete these transactions impacts you and how you'd like the option to do so. Leaving feedback is pretty simple.
- Select the Assistant feature.
- Type and enter "feedback" in the chat box.
- Follow the prompts.
If you're hoping to connect with a member of our Self-Employed team, instead of typing "feedback" into the chat box, type "talk to human" instead.
I hope this has helped clarify some of what's been said in this thread. Have a great day!
