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CL_21
Level 2

How can I delete transactions in QB self employed?

I'm a newcomer to QB self employed and I cannot find a way to delete a transaction. The reason I need to do this is that uploading a CSV file of older transactions has resulted in some duplicates, thanks to the Bank's CSV file containing different wording in the descriptions.

For the moment I have marked duplicates as 'excluded'.

3 REPLIES 3
DHeraV
Moderator

How can I delete transactions in QB self employed?

I know a reason why the option to delete transactions is not available on your end, @CL_21. Let me elaborate on it in detail.

 

In QuickBooks Self-Employed (QBSE), you can only delete transactions if you have them manually added. This means that the uploaded or downloaded bank entries can't be deleted, but can only be excluded to avoid duplication.

 

Rest assured, that QuickBooks won't include excluded transactions as part of your tax calculations or financial reports.

 

For detailed information, kindly visit: Exclude or delete transactions in QuickBooks Self-Employed.
 

Furthermore, I will also provide you with this article that can assist you on how to classify the transactions you receive from your bank or input into QuickBooks: Categorise transactions in QuickBooks Self-Employed.

If you require any additional assistance or have further inquiries regarding banking or other QuickBooks-related queries, please feel free to inform me. I'm here and ready to provide assistance whenever you require it.

CL_21
Level 2

How can I delete transactions in QB self employed?

Thank you for your explanation and those helpful links.

ChristieAnn
QuickBooks Team

How can I delete transactions in QB self employed?

I appreciate you for coming back to the thread, CL_21. I'm glad that my colleague shared information that'll help you.

 

Feel free to post here again if you have any additional QuickBooks-related questions. Rest assured that all of us here in the Community are ready to assist you anytime. Keep safe and have a good one!

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