cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Unlock the full power of QuickBooks with our Training Classes - Discover more
9130 3474 2266 2256
Level 1

This is about my cash flow planner. I have 5 transactions nested in 1 date. I need to remove one of these transactions but don't know how. Can anyone help?

 
1 REPLY 1
ChristineJoieR
QuickBooks Team

This is about my cash flow planner. I have 5 transactions nested in 1 date. I need to remove one of these transactions but don't know how. Can anyone help?

I appreciate you visiting us here today. Let me help you how to remove the transaction under the Cash Flow section in QuickBooks Online. 

 

To remove a specific transaction from a group of nested transactions in your cash flow planner, you should typically be able to click on the transaction and then select an option to edit or delete the individual transaction.

 

Follow these steps:

 

  1. Go to Dashboards, then select Planner.
  2. Select the item you want to delete.
  3. Select Remove.
  4. Note: If you delete a repeating item, you can:
  • Select Only item to delete that single item in the series
  • Select Entire series to delete all repeating items

 

If you want to delete them by batch action, simply tick the CheckBox then, hit the Remove button. See the illustration below for your guide:

 

I'm also adding this article as your compass for handling your cash flow planner: Use the cash flow planner in QuickBooks Online.

 

I'll be here if you need additional information managing your financial chart under the Dashboard tab. Have a great day ahead. 

Need to get in touch?

Contact us