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Level 1

How to delete transactions?

 
Solved
Best answer October 15, 2018

Best Answers
Highlighted
QuickBooks Team

How to delete transactions?

Hi email,

 

I'd be happy to assist you with this.

 

Please bear in mind that deleting a transaction is irreversible. Nevertheless, here's how to delete a transaction:

  1. Find the transactions you want to delete, and open them one at a time.
  2. At the bottom of the page, click More.
  3. Choose Delete.
  4. Click Yes to confirm the deletion.

You can also read this article for more information: Void or Delete an Invoice or Other Transactions.

 

Let me know if this helps, or if you have any other questions.

 

Warm regards,
Jian

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16 Comments 16
Highlighted
QuickBooks Team

How to delete transactions?

Hi email,

 

I'd be happy to assist you with this.

 

Please bear in mind that deleting a transaction is irreversible. Nevertheless, here's how to delete a transaction:

  1. Find the transactions you want to delete, and open them one at a time.
  2. At the bottom of the page, click More.
  3. Choose Delete.
  4. Click Yes to confirm the deletion.

You can also read this article for more information: Void or Delete an Invoice or Other Transactions.

 

Let me know if this helps, or if you have any other questions.

 

Warm regards,
Jian

View solution in original post

Highlighted
Level 1

How to delete transactions?

Having found the transaction, I've opened it.  However, there is no visible indication of "More" for me to click on.  What's the alternative?
Highlighted
Level 1

How to delete transactions?

yeah no kidding. Not helpful. I agree.
Highlighted
Level 1

How to delete transactions?

There is no "More" at the bottom of the page. Any other suggestions? For now I have excluded the transactions but I would prefer them to be completely removed.

Highlighted
Level 1

How to delete transactions?

There is no "More" at the bottom of the page. Any other suggestions? For now I have excluded the transactions but I would prefer that they were removed completely.

Highlighted
QuickBooks Team

How to delete transactions?

Hello, everyone.

 

It seems like you're trying to delete a downloaded transaction. I will walk you through with the steps. 

 

First, you'll have to exclude them. Here's how:

  1. Click Banking, then go to Banking.
  2. Choose the bank account, then go to the For Review tab.
  3. Choose the transactions you want to exclude.
  4. Click Batch actions, then choose Excluded Selected.

Then, you can already delete them. Here's how:

  1. Go to the Excluded tab.
  2. Choose the transactions you want to delete.
  3. Click Batch actions, then choose Delete.
  4. You'll receive a message, "Are you sure? This transaction will not be recoverable.", click Yes.

Feel free to let us know if you have other concerns. Have a nice day! 

Highlighted
Level 1

How to delete transactions?

No "Banking' link or tab

When I go into the banking section, no option for anything but edit the account name....

 

 

Highlighted
Moderator

How to delete transactions?

Hi delete a transaction,

 

Under the Banking section, you'll have the For Review, Reviewed, and Excluded tabs.Banking.PNG

 

If these options aren't showing up, then let's open your QBO account using an incognito window. This to rule out the possibility of a webpage issue.

 

You can refer to these shortcut keys:

  • Press Ctrl + Shift + P for Internet Explorer or Firefox.
  • Press Ctrl Shift N for Chrome.
  • Hold down Command Shift N for Safari.

If it works, I suggest clearing the cache of your regular browser. Then, you can now follow the steps above.

 

I'm also linking an article for further guidance: Exclude expenses from downloaded bank transactions.

 

Just in case you're encountering any banking issues, refer to this link: What to do if bank transactions won’t download.

 

Let me know if you have any other concerns. I'm always here to lend a hand and help you further. Have a good day.

Highlighted
Level 1

How to delete transactions?

I posted January 2020 condo billing dues twice.  This was of course a mistake.  Is there any way to delete all 70 at one time or do I have to go into each owner account and delete on owner at a time?

Highlighted
QuickBooks Team

How to delete transactions?

Thanks for joining this thread, WSW.

 

If those transactions are posted in your bank feeds, you can batch delete them.  This way, you won't have to remove each entry.

 

Here's how;

  1. Go to Banking from the left navigation bar.
  2. Select the account where you post those transactions.
  3. Go to the Reviewed tab.
  4. Locate and mark the transactions you've added, then click Undo.
    undotransactionsfromthebankfeeds.PNG
  5. They're posted back to the For Review tab.
  6. Locate and mark them.
  7. Click the Batch actions drop-down, then select Excluded Selected.
    deleteentryfromtheregister1.PNG
  8. Go to the Excluded tab, then pick Delete.
    deleteentryfromtheregister2.PNG

If that's not the case, you can delete each transaction through the register. Let me show you how:

  1. Click the Gear icon at the right top, then choose Chart of Accounts.
  2. Locate the account, then click View register under ACTION.
  3. Click the entry you want to remove, then select Delete.
  4. Choose Yes to confirm.

You can also refer to this article, Exclude expenses from downloaded bank transactions to learn more about the process above. 

 

Let me know if you have follow-up questions, and I'm glad to help you out.

Highlighted
Level 2

How to delete transactions?

Hi.  I have several transfers that are also listed as expenses (but seem to act like transfers).   So, these transfers are being double counted.   When I delete the "Expense", it comes back after I close and then reopen Quickbooks Online.   Any idea why this would be the case?    Thanks

Highlighted
QuickBooks Team

How to delete transactions?

Good day, @ccraig-stemania.

 

To get this issue sorted out, we can try accessing your QuickBooks using a private window. This is to help determine if your browser cache can be the reason behind this behavior.

 

You may use either of the following shortcut keys:

  • Google Chrome, press CTRL  Shift N
  • Mozilla Firefox: press CTRL  Shift P
  • Internet Explorer: press CTRL  Shift P
  • Safari: press Command Shift N

From there, you may exclude those duplicate transactions again.

 

If it works fine, you can go back to your previous browser and clear the cache. Sometimes the cache becomes corrupted with older data, which can affect views and performance in QBO. This article will walk you through the steps: How do I clear my browser cache and temporary Internet files? 

 

You can also see this link about categorizing your bank transactions in QBO for reference: Assign, categorize, edit, and add your downloaded banking transactions.

 

I'd also like to know what is the specific financial are you working with? Any further details are much appreciated, so I can check if there's an ongoing investigation with your bank.

 

I'll be right here to assist you if you need anything else. Just leave a reply below, and I'll get back to you. Take care!

Highlighted
Level 1

How to delete transactions?

How do you delete a transaction on Quickbooks Desktop for Mac?

Highlighted
QuickBooks Team

How to delete transactions?

I'm here to assist you, taytumb.

 

When deleting a transaction, simply open or select the transaction and click on Delete on your keyboard. You can also press Command + D as a shortcut. Just a heads up, we're unable to undo once we successfully deleted it.

 

In addition, make sure that you haven't reconciled your account. It's because deleting a transaction can affect your beginning balance.

 

Please post again if you need more assistance. Have a great day!

Highlighted
Level 1

How to delete transactions?

Why doesn't quickbooks function like the norm: right click, delete???

Highlighted
QuickBooks Team

How to delete transactions?

Thanks for joining the thread @Mia2,

 

For deleting transaction in QuickBooks for Mac you can follow the steps which my colleague AlexV provided by clicking the transaction and press the Delete button on your keyboard. Also, you can use the shortcut key on your keyboard by pressing the "Command + D" to delete the transactions

 

To learn more about tracking sales and income, bills and expenses, inventory, invoices, and many more visit this article: QuickBooks Desktop for Mac Help Article.

 

If you need further assistance feel free to leave a comment below. I'll be happier to help. Have a good one!

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