I can help you delete last year’s entries, lburns1955. There are multiple ways on how to delete entries depending on where we do so. I also suggest exporting all the list of transactions that needs to be deleted so we’ll have a reference in case we incorrectly delete them. One way is via the bank's register. We'll have to manually delete each transaction, Here's how: Go to the Accounting menu and select Chart of Accounts. Click View register of the first bank that we used for last year’s entry. Above the DATE column, click the Filter icon and set the Reconcile Status, Transactions Type and Payee to All. For the Date, select Last year (or Custom if you have specific period). Click Apply. Select the first entry and click the Delete button. Confirm that you’ll delete it by clicking Yes. Another way is to open each transaction and delete it from there. This is to make sure that it needs to be deleted. From the transaction window, click More and select Delete. Read the prompt first and then click Yes to confirm. We might also need to reach out to an accountant if these transactions are already reconciled. It can affect your reconciliation reports and balances. The Audit Log report can help us track any activities made in your books. Reach out to me if there's anything else that you need help with. Thanks!

Question

How so i delete all last years entries

Forum|Forum|6 years ago
February 25, 2020
6 replies
38 views

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QuickBooks Online

C

Catherine_B

Level 9

I can help you delete last year’s entries, lburns1955.

There are multiple ways on how to delete entries depending on where we do so. I also suggest exporting all the list of transactions that needs to be deleted so we’ll have a reference in case we incorrectly delete them.

One way is via the bank's register. We'll have to manually delete each transaction, Here's how:

Go to the Accounting menu and select Chart of Accounts.
Click View register of the first bank that we used for last year’s entry.
Above the DATE column, click the Filter icon and set the Reconcile Status, Transactions Type and Payee to All. For the Date, select Last year (or Custom if you have specific period).
Click Apply.
Select the first entry and click the Delete button.
Confirm that you’ll delete it by clicking Yes.

Another way is to open each transaction and delete it from there. This is to make sure that it needs to be deleted. From the transaction window, click More and select Delete. Read the prompt first and then click Yes to confirm.

We might also need to reach out to an accountant if these transactions are already reconciled. It can affect your reconciliation reports and balances.

The Audit Log report can help us track any activities made in your books.

Reach out to me if there's anything else that you need help with. Thanks!

L

lburns1955Author

Thanks for your suggestions, I have another problem I set up all my credit cards with separate accounts when I enter my credit card payment into my bank register it shows up in my credit card as an expense and when I go To reconcile it doesn’t show up that I made any payments I’m so confused

J

JamesDuanT

QuickBooks Team

Thanks for getting back to us, lburhs1995.

How did you record the credit card payments? It is possible that you're creating another charges instead of payments. To ensure that we got everything right, we can delete and recreate the payment.

Here's how to delete the transaction:

Select Accounting on the left menu and go to the Chart of Accounts tab.
Look for the credit card account and click View register.
Click the payment you've created and select Edit.
Click More at the bottom of the Expense or Check window.
Select Delete and click Yes to confirm the action.

Here's how to create the credit card payment:

Click the + New button on the left menu and select Expense or Check.
Enter the bank account in the Payment account or Bank Account field.
Enter the Payee and the Payment date.
Go to the Category details section.
Enter the credit card account in the CATEGORY column.
Enter the DESCRIPTION, AMOUNT, and other details.
Click Save and new.

After that, we can go back to the Reconcile page and look for the credit card payment. Make sure that we're on the correct tab (Payments, Deposits, or All). If you still can't see the payment, make sure we set the correct filters.

In the Reconcile page, click the Filter option (funnel icon).
Set the filters correctly (Cleared status, Transaction type, Payee, and Date).
Click Apply.

With that, you should be able to able to reconcile the account. You can use this article as your guide to complete the reconciliation: Reconcile an account in QuickBooks Online.

I hope this takes out your confusion when recording the payments and reconciling the accounts. Have a great day!

Fiat Lux - ASIA

Level 14

@lburns1955

You may utilize the 3rd party tool to delete transactions and lists in bulk. Another option, export your report and list to XLS, open a new QBO account, import the lists and setup the opening balance for each account. You may also utilize the 3rd party tool to migrate transaction data.

https://quickbooks.grsm.io/US

https://quickbooks.grsm.io/us-promo

Just my 2 cents.

L

lburns1955Author

Thanks I actually ended up opening all new account , I’m still having a problem when I enter my credit card payment into my checking account it’s going over into my credit card account as an expense and not showing up as a payment not sure how to fix that maybe you have an idea

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