Delete Transactions in QuickBooks Desktop

Delete Transactions in QuickBooks Desktop

Although recording every entry from your bank is a good thing. But it is required to clean up the records now and then. It seems only logical to ensure that records stay clutter-free. Learn how to delete transactions in QuickBooks Desktop.

QuickBooks will enable you for this part as well. It can record each transaction for your business and it can help you keep it streamlined as well. All you need to do is to ensure that you remove, delete, or void all the transactions that are either very old, duplicate entries, or failed transactions. This will make your work much easier and more stress-free. For any record that is 10 years old, you may want to archive data file it, or get rid of it.

How to Delete Transactions in QuickBooks Desktop

As a most recommended suggestion, it is better to void the transactions in QuickBooks instead of deleting them. As once you delete the transaction, it’s gone forever from the account until or unless you keep backup data for the same. But voiding transactions will hide those entries unless you wish them to appear again. This will add relevancy and accuracy to your report maintenance. To do so, you have to follow this specific set of steps to delete transactions in QuickBooks Desktop.

  • Sign in to QuickBooks account
  • Look for the Sales or Expense menu on the left side.
  • Search the transaction you wish to get rid of and open it.
  • Double-check the transaction just to eliminate the possibility of a mistake
  • You also need to make sure whether you wish to void or delete it permanently.
  • If you want to include the specific date of void or delete, then add a note to the Memo or Message section.
  • Click on more in the footer. Then Choose Void or Delete.
  • Select yes to confirm.

In case you have any queries, you just need to dial a toll-free number and get connected with the QuickBooks experts technical consultant team.