how do I delete an import

Hi Helen,

If this is a bank statement you can just delete the imported statement under imported statements to be explained on the Money > Bank Accounts screen. This will allow you to delete the statement quickly and easily. If you have any explained transactions you will need to manually delete those to be able to delete the entire import, but otherwise you can delete the import quickly.

All the best,

Mohamed.

I have done the same thing - I imported a statement twice by mistake, the first time I said it was from Barclays, which is incorrect (I should have chosen the account GoCardless. I then imported it correctly. I haven't explained any of the transactions on the Barclays statement, so can I bulk delete all the transactions? If not can I delete them one by one?

Will do

Thank you!

D

Hi David,

No problem at all - are you able to send in your account/ company name to contact support please?

Tommy

Ah That would be most useful Yes can you restore the account to yesterday please

Many thanks

David

Hi David,

I do apologise for the inconvenience. As an alternative, we can restore the account to a specific date within 30 days, so if you explained the transactions, let's say today, we can restore the account to yesterday for you? However, you will also lose other progress that you may have done in the meantime.

Please let me know your thoughts?

Tommy

Sob! okay I will have to remove them all by hand...

Hi David,

If the transactions have been explained, you will have to void the transactions individually by clicking the 'magnifying' glass and then void. Once all the transactions have become unexplained, you can then remove the whole import.

There are currently no options to bulk delete explained transactions.

Tommy

Any word on this 5 years later?

Thanks

Hi Jonathan,

If any of the transactions on the statement have been explained then you will need to delete these to remove the statement - unfortunately there is no bulk delete option.

Hi, is this still the case one year later?

Hi Geoff,

Unfortunately, at this time, there is no option to mass delete imports.

However, you can suggest this in the Ideas tab above. Should your idea gain significant support, our development team will seriously consider implementing it.

If you need any other help, feel free to submit a ticket, and our support team will get back to you.

Here's the guide on submitting a ticket:

http://www.clearbooks.co.uk/support/guides/getting-started-2/ask-support-within-clear-books/

All the best,

Aaran