I'll make sure you get all the help you need, russmfinch. The QuickBooks Community team is always ready to provide you with answers and helpful resources.
You can exclude all your bank transactions at once with ease. However, for Invoices and Estimates, you will need to delete them individually. I can provide a step-by-step walkthrough on how to exclude all transactions in your QuickBooks Solo Trader account, making the process straightforward and hassle-free.
- Go to Transactions.
- Use the filter to find the transactions you want to exclude.
- Check the box next to the transactions you want to exclude.
- Select Exclude.
- Click Exclude transactions.
To delete Invoices and Estimates, follow these steps:
- Navigate to Get Paid.
- Manually select the Invoices or Estimates you want to delete.
- Click the Dropdown arrow.
- Choose Delete, then confirm by clicking Delete again.
For Products and Services transactions, you cannot delete them, but you have the option to make them inactive. This allows you to remove them from your active list without permanently deleting the information.
I'll add this guide for additional info: Exclude bank transactions in QuickBooks Sole Trader.
You can also access this article to guide you through finding the missing income and expense transactions in your Profit and Loss report.
If you have any questions or need assistance with QuickBooks Solo Trader, we're here for you around the clock! Just drop your queries in the comments below, and we’ll get back to you quickly.
