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.

Are you not sure about the transaction details that you just created?
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.

What are the Solution Steps to Delete Transactions in QuickBooks Online in Various Ways?

There are different ways to delete transactions using different options. You get the solution steps if you want to delete transactions from different sections like lists, bank, sales, expenses, etc.

To Delete the Transaction Using the Search Option

• In the QuickBooks Online account, go to the Search icon and click on it that is on the top-right side of the window
• Then find the transaction that you want to delete by typing in the search option
• After getting the transaction on your screen, go to the footer and click on the More option
• Then, click on the option Delete
• Press the Yes option to confirm the deletion
• After deleting the transaction, it can be viewed from Audit Log only.

To Delete from Sales or Expenses

• In QuickBooks Online, go to the Sales or Expenses option
• Now, locate the transaction to delete from your account
• Open the transaction and check it once to verify that it has no use in your account
• You can add the message by adding a note of the date of deleting the transaction
• In the footer, hit on More button
• Then choose the option of Delete
• Click on the Delete button to delete the transaction
• In the end, click on the OK button.

To Delete Transactions from the Bank Section

• In QuickBooks, go to the Banking option
• Then select the bank
• After that, click on the tab named For Review
• Select the transactions to exclude
• Click on the Batch actions option
• Then click on the Delete button
• A box opens up on your screen asking Are you sure these transactions will not be recoverable
• Then in the message box click on the Yes button and you are done.

To Delete Transactions from Lists

• In your QuickBooks Online, go to the Lists menu and click on it
• from drop-down options, select Chart of Accounts
• Now, open the account by clicking on it to check and delete the transactions
• Search for the transaction in this account that you open up
• All the transactions are displayed in the date order, so the most recent transactions are shown at the top
• After searching, click on that transaction that you want to delete from the Lists
• Now, click on the Edit menu option
• From the further options, select Delete the option
• In the confirmation message that pops up on your screen; click on the OK button to delete it
• If there are more transactions that you want to delete then you have to repeat all the above steps for each transaction you want to delete.

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.

In conclusion, you get to know all the different ways to Delete Transactions in QuickBooks Online. The information is correct and verified by the experts and provided here so that you can do it on your own.

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