Delete Transactions in QuickBooks Online

In this article, you get all the information on how you can delete transactions in QuickBooks Online account. You also get to know the reasons for deleting the transactions. Do you want to delete the transactions that are superfluous that are only taking up space? Have you mistakenly created the transaction?

What are the Reasons that lead you to Delete Transactions in QuickBooks Online?

Various reasons are there that you conduct the delete transaction process. So, here is the list of some reasons:-

• When you created a transaction with the wrong details
• The transaction is unwanted
• You have created the transaction mistakenly transaction is damaged.

Steps to Void or Delete Transactions in QuickBooks Online

In order to prevent an error from affecting your account balances or reports, you must either void or delete a transaction that you accidentally created in QuickBooks Online.  We will explain the distinction between voiding and deleting transactions in this article, along with how to go about doing so.

Understand the difference between voiding and deleting a transaction

Even when the transaction’s record is deleted from QuickBooks, your books won’t be impacted. A transaction that has been deleted is completely gone from your books and won’t show up in any reports or accounts. The audit log contains some details about the deleted transaction, but it cannot recover the whole transaction.

In QuickBooks, all transaction types can be deleted, but not all transaction types can be voided. The following transactions cannot be reversed…

• Estimates
• Deposits
• Vendor credits
• Purchase orders 
• Delayed charges 
• Bills

Steps to Void or Delete a Transaction

Void or Delete erroneous transactions to keep your account balances and reports correct.

• First, you have to go to Sales, then you have to select All Sales.
• Then you have to find the invoice that you want to delete or void
• Choose Void or Delete from the dropdown menu in the Action column.

To Delete Multiple or Batch Transactions in QuickBooks Online using the Banking option

• Open the QuickBooks Online account in Internet Explorer.
• Click on the Banking menu option from the home screen
• Further, select the appropriate account from which you want to delete the transaction
• Then a window opens up
• In this, go to the Tab named Review
• Tick mark the item that you want to delete
• Then click on the Batch action button in the window
• Now, select the Exclude that is selected
• After this, go to the Excluded tab
• You have to Choose multiple transactions again
• Select the Batch action option
• Then click on the Delete button to delete all the multiple transactions that you have selected
• So, all the transactions are deleted from your QuickBooks Online account.

Steps to Delete a Transaction in QuickBooks Online for UK Version

To delete a transaction you have to…

• To delete you have to find the transaction. To find it you have to use the search icon that is at the top right.
• Then you have to click More from the footer.
• Then you have to select Delete and then click Yes to confirm.

In case you have any questions or queries then reach the QuickBooks customer helpdesk team. The team will assist you by providing all the answers and solutions to your glitches. So, don’t worry and connect with the expert team whenever required.

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