Undo the Import of Bank Transactions

If you import a bank transaction in error, you can undo the import.

Undoing the import removes imported bank records from the database. You undo imported bank records in batches similar to those that you used to load them. Undoing an import removes the records from the Import tab. Any records associated with the removed records become "uncleared" on the Receipts tab or Payments tab.

To undo the import of bank transactions:

1. On the Navigation menu, click Accounting > Bank Reconciliation.
2. On the Bank Statement Selection dialog box, select the bank, statement status, and statement date, and click Select.
3. On the toolbar of the Bank Statement Reconciliation form, click Import > Import Bank Transactions History.
4. In the grid on the Import Bank Transactions History dialog box, select one or more rows for the import batch that you want to undo.
5. On the grid toolbar, click Undo Import.
6. On the dialog box that asks you to confirm, click Yes to continue. You are returned to the Import Bank Transaction History dialog box, where the imported batch has been removed from the grid. The imported bank records are removed from the Import tab on the Bank Statement Reconciliation form.