como deshago un carga de datos a una de las cuentas. Ya que cargue la equivocada


Hola, kriss,

Puede excluir y eliminar los datos que haya cargado en la cuenta incorrecta. Esto es para asegurar que sus transacciones estén intactas y que pueda subirlas a la cuenta correcta. Déjame guiarte cómo.

  1. Vaya al menú de Banca, elija la cuenta en la que cargó los datos y luego seleccione la pestaña Para revisión.
  2. Localice y elija las transacciones que desea excluir poniendo una marca de verificación al lado. 
  3. Seleccione el menú desplegable Acciones de lote, luego elija Excluir seleccionados. 
  4. Ir a la pestaña Excluidos. Marque las transacciones que desea eliminar. 
  5. Seleccione Acciones por lotes, luego haga clic en Eliminar. 
  6. Aparecerá un mensaje preguntando ¿Estás seguro? 
  7. Estas transacciones no serán recuperables. 
  8. Hit Sí.

Una vez completado, upload your transactions  a la cuenta correcta. He adjuntado capturas de pantalla a continuación para su referencia.

También puede consultar este artículo para conocer los pasos detallados sobre cómo excluir transacciones: How to Exclude Downloaded Bank Transactions.

En el futuro, si desea agregar y hacer coincidir sus transacciones descargadas, así como conciliar sus cuentas, consulte estos artículos para conocer los pasos:

Descargo de responsabilidad: esta publicación está originalmente escrita en inglés y traducida a través de nuestro traductor de Google. Eso es. 

Por favor déjeme saber si tiene otras preocupaciones bancarias. Siempre estoy aquí para ayudar.

Hello there, kriss,

You can exclude and delete the data that was uploaded to the wrong account. This is to ensure your transactions are intact and you can upload it to the right account. Let me guide you how.

  1. Go to the Banking menu, choose the account you uploaded the data, then select the For Review tab.
  2. Locate and choose the transactions you want to exclude by putting a check mark beside it.
  3. Select the Batch actions drop-down, then choose Exclude Selected.
  4. Go to the Excluded tab.
  5. Tick the transactions you want to delete.
  6. Select Batch actions, then click Delete.
  7. A message will pop up asking Are you sure? These transactions will not be recoverable 
  8. Hit Yes.

Once completed, upload your transactions to the right account. I've attached screenshots below for your reference.

You can also check out this article for the detailed steps on how to exclude transactions: How to Exclude Downloaded Bank Transactions.

In the future, if you want to add and match your downloaded transactions, as well as reconciling your accounts, kindly refer to these articles for the steps: 

Disclaimer: This post is originally written in English and translated using our Google Translator.

That’s it. Please let me know if you have other banking concerns. I’m always here to help.

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IntuitRea , Community Support Specialist
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