Undo a bank statement CSV upload in QuickBooks Online

Published 17 October 2026 · by Tekiba

Where the uploaded rows are now

After an upload, QuickBooks lists the rows on the bank account's review tab, where you add, match or exclude each one. Intuit's US page calls that tab Pending in its steps and For review in the same page's tip; the Australian page says Pending too. Rows you have added or matched move to a second tab, which the Australian page calls Posted. The names differ by edition, so look for the tab with the rows you have not dealt with, and the one with those you have.

What to do next depends on which tab the wrong rows are on, and on whether any of them belong in your books after all.

Rows not added yet: exclude them, then delete them

On the review tab, tick the rows from the wrong file and exclude them. Intuit's steps: “Select the Pending tab.” “Select the checkbox of the transactions to exclude.” Then Exclude, and “The transaction moves to the Excluded tab of the Banking page.” Ticking several rows at once works the same way, which is how a whole upload goes in one pass.

Excluded rows are out of the books already. In Intuit's words: “When you exclude a transaction, it doesn’t appear in any account registers or financial reports.”

They are still listed, though, on the Excluded tab. The duplicate page gives the second step, which removes them for good: select the Excluded tab, “Tick the boxes for the transactions you want to delete”, and select Delete. Delete is the step with no way back, so leave it until the corrected file is in and adds up.

Rows already added or matched: undo first

If you categorized or matched some of the uploaded rows before noticing, they have left the review tab. The Australian page brings them back: “Select the Posted tab, then tick the boxes for each duplicate transaction.” Then “Select Undo . This moves the transactions back to the Pending tab.” With several rows ticked, there is one more click: “If you have selected multiple transactions, select Undo , then select Continue .”

From there they are rows not yet added, and the section above applies: exclude, then delete. If the account has been reconciled since the upload, talk to whoever does your accounts before undoing anything. Intuit's page ends its own advice the same way: “check with your accountant or bookkeeper if you’re not sure how to handle a personal expense or any other type of transaction.”

Exclude or delete?

Intuit's US page draws the line for rows a connected bank feed brought in: “Once a downloaded transaction is either accepted or excluded, QuickBooks will stop the bank from bringing the transaction into the bank feed again.” Deleting such a row without excluding it first means “the system will recognize the transaction is not accounted for and will download the same transaction again from the bank.”

That warning is about the feed. Rows from your own file are the duplicate page's case, and its route is the one above: exclude, then delete. If the account also has a bank feed covering the same dates, the uploaded rows are probably duplicates of rows the feed brought in, and only the uploaded ones should go. Check by date and amount before you tick.

If you were wrong about a row, an excluded one comes back. The US page: “If you accidentally exclude the wrong transaction, that’s easy to fix.” Select it on the Excluded tab, then Undo, and “The transaction goes back to the For review tab so you can decide what to do with it again.”

Before you upload it again

A file that went in wrong once will go in wrong again. Find what was wrong first:

1. Money in showing as money out? The signs or the columns are reversed. In QuickBooks' four-column layout, Intuit's own example puts the payment under Credit and the deposit under Debit. Should debits be negative in a bank CSV? explains both conventions.
2. Dates a month out, or in the wrong year? Day and month were swapped, often by a spreadsheet as it opened the file. Why Excel changes the dates in your bank CSV shows how to stop it.
3. Everything twice? The file overlaps rows already in the account. Cut it to start the day after the last statement already there.
4. Refused, or partly loaded? The ten import errors in QuickBooks and Xero lists each message and its fix.
5. Then check that the file adds up. Opening balance plus every amount should reach the closing balance. Reconcile a bank statement before you import it covers the checks.

Starting again from the PDF

If the CSV came from a PDF statement, convert the statement again rather than patching the old file by hand. QuickBooks Online takes three columns or four, and recommends day-first dates.

LedgerDrop's free CSV has five columns, Date, Description, Amount, Balance and Check#, with dates as YYYY-MM-DD. Before uploading it to QuickBooks, delete the Balance and Check# columns, and at the mapping step pick the date format the file has. LedgerDrop Pro writes QuickBooks Online's three-column and four-column layouts directly, with day-first dates and zeros left blank as Intuit asks.

What this page cannot tell you

Everything here is from Intuit's help pages, and nothing was tried in a QuickBooks account. The delete step is from Intuit's Australian edition, because the US address for that page did not open; the tab names differ between editions and change with the screens. Whether undoing affects a period you have closed or filed is a question for whoever does your accounts.

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