Redo or undo an import

Imported the wrong file, or the numbers came out wrong? Nothing here is permanent.

Re-import a QuickBooks General Ledger

This is the one to know. A General Ledger is a full snapshot of your books, so re-importing replaces the last one instead of adding to it.

• Export a corrected General Ledger from QuickBooks.
• Open All pages in the left sidebar, then under Setup click Import wizard.
• Drop the new file in.

The old import's transactions and journal entries are removed first, so you never end up with two copies.

Two things will stop a replace, on purpose:

• The period is closed. Reopen it first under Accounting then Period close.
• Some of those rows are already reconciled. Undo the reconciliation first.

Delete transactions

For a bank feed, a CSV, or anything else:

1. Open All pages, then under Daily work click Transactions.
2. Use the search box and Filter to narrow to the rows you want gone.
3. Tick the rows, then click Delete in the blue bar.

You get ten seconds to change your mind.

Good to know:

• Deleting reverses the entry in your books, so your reports correct themselves.
• Up to 500 rows go at a time. Repeat for a bigger clean-up.
• Some rows are refused and we tell you which: rows in a closed period, rows already applied to a bill, and single legs of a multi-line imported entry.

Duplicates after connecting a bank

Imported your history, then connected the bank and got the same transactions twice? That is normal, and the fix is above: filter to the overlap dates and delete one set.

Re-uploading the same CSV also duplicates it. We only remove duplicates within a single upload.

A balance sitting in "QuickBooks Import Suspense"

That account holds entries the import could not attribute to a real account, usually multi-line entries with no document number in the export.

• Open All pages, then under Reports click General ledger to see exactly what landed there.
• Correct them under Accounting then Journal entries.
• If the balance is big, email hello@booksgpt.ai with the export. A cleaner one usually fixes it in a single re-import.

Start completely over

Email hello@booksgpt.ai. We can clear a workspace back to empty for you, which is faster and safer than deleting thousands of rows by hand.

Updated on: 03/08/2026