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Batch delete or void transactions in QuickBooks Desktop Accountant Edition

by Intuit Updated 2 weeks ago

Learn how to batch delete or void transactions.

Use the Batch Delete/Void Transactions utility (BDT) to quickly delete or void multiple transactions at once.

  • The is only available in QuickBooks Desktop Accountant 2018Enterprise and Enterprise Accountant 18.0, and later versions. You need to sign in as an Admin or External Accountant user. The Batch Delete/Void Transactions tool doesn't support multi-currency.

Batch delete or void transactions

Important: You can't batch delete or void the transactions below. You can still delete them individually.
  • Invoices with reimbursed expenses, times, mileage, or items
  • Invoices with billable time and costs
  • Paycheques
  • Payroll Liability Cheques
  • Sales Tax Payments
  • Online Bill Payments
  • Any transaction in a closed period

To delete them individually, open the transaction and select Edit and then Delete.

  1. Go to the File menu and select Switch to Single-user mode. If you see Switch to Multi-user mode, don't select it.
  2. Go to the Accountant menu and select Batch Delete/Void Transactions.
  3. Select the transactions you want to delete or void from the Available Transactions list.
  4. Select Review & Delete (or Review & Void).
  5. Select Back Up & Delete or Back Up & Void. You can also skip the backup and select Delete only or Void only from the dropdowns. 
  6. Select Yes to confirm you want to delete or void the transactions.

After you delete or void the transactions, you can select View Deleted/Voided Transaction Report to print a copy of the deleted or voided transactions.

Delete or void specific transactions

Filter for specific transaction types

You can delete or void specific transaction types. Select the Transaction Type dropdown and select a transaction type. These appear on the list so you can delete or void them. The bills option includes bill payment cheques, bill refunds, bill credits, refund cheques, and finance charges.

Show/hide linked or voided transactions

Select the Show linked transactions box to show transactions linked to the selected transaction (i.e. a paid invoice paid with an attached payment). These appear in the Available Transactions list in the Linked Trns column.

Select the Show voided transactions box to show transactions marked as voided. These appear in the Available Transactions list.

Filter transactions

To filter transactions on the Available Transactions list, select Enter date, Last modified date, or Transaction date from the Show transactions by dropdown.

Sort the columns on the Available Transactions list

Select and drag any columns on the Available transactions list to another location. You can also select the header to sort the list.

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