Remove/delete downloaded transactions that do not match the register in the Online Banking Center

Note: If you know that QuickBooks is correct and want to delete the transactions that do not match, you must delete the entire statement after matching the appropriate transactions.

1. Choose Banking > Online Banking > Online Banking Center.
2. Select the statement from Items Received From Financial Institution and click View.
3. Match the appropriate transactions and click Done.
4. Click Yes to the Not Finished Matching screen. You will return to the Online Banking Center.
5. Select the same statement from the Items Received From Financial Institution and click Delete.

   Note: Deleting the statement will prevent the unwanted transactions from appearing the next time you download a statement. If you do not delete the statement, the transactions that were not matched will always appear.

1. Choose Banking > Online Banking > Online Banking Center.
2. In the Items Reviewed section, click the name of the account with the transactions you want to remove.
3. Click the Select Items to Delete button.
4. Select the transaction(s) you want to delete.
5. Click the Delete Selected button.
6. Click Yes to confirm deleting the transaction(s).

    

   Note: If you're finished matching your statement, you can select Select all downloaded transactions older than and set the date to the last statement end date, then click Delete Selected. If you're unable to delete all transactions, switch to Register mode to delete the statement.

   1. To switch to Register Mode, select Edit > Preferences, select Checking in the left panel.
   2. Under the Company Preferences tab, select Register Mode then click OK to save your changes.
   3. Once you are in Register Mode, follow the steps in Delete Transactions in Register mode above.