How to Delete a Bank Transaction

To delete a bank transaction

You can identify and access a transaction from an invoice, a report, or a contact activity list. However, you can not delete the transaction from within the transaction window, and you need to be on the banking activity list to be able to delete the transaction.
TIP: Please note the transaction's date to reference it as you access the banking tab.  

1. Go to Banking
2. Select the relevant bank account
3. Scroll down to view the activity list
4. Locate the transaction, use filters, and change the period if necessary
5. Click the checkbox to the left of the transaction and select
6. The trashcan icon should appear at the top of the activity list 
7. Click on the trashcan to delete the transaction

If you receive an error message, this may be due to various reasons:

• The original transaction may have been deleted
• The transaction may have been reconciled

  • If the reconciliation process has not been completed, you can remove the reconciled status. Refer to How to remove the reconciled status of a transaction

• The transaction may have been cleared (imported from bank feeds)
  • First remove the cleared status, then delete the transaction. Refer to How to delete a cleared transaction in Accounting