Can I batch delete several sales transactions at once?

Hello, spacecraftlounge. 

Yes, you can delete transactions by batch. However, there are selected transactions you can delete by bulk, like Invoices, Sales receipts, Refunds, and Estimates. Some transaction types not mentioned are unable to delete by batch.    

1. Click the Sales. Then All Sales. 
2. Choose the transactions, like Invoices, Sales receipts, Refunds, and Estimates. 
3. Click the drop-down menu under Batch action. 
4. Select Delete. 
5. You'll prompt to a message. Hit Yes to delete it.

I can see how deleting other transactions in bulk would be helpful. It would save time as you won't have to go through each entry to delete them. Rest assured that I'll relay this message to our team in concern here on my end and add your vote for this one.

You can also share your thoughts and ideas through your account. Our product development team reviews all the feedback we receive to ensure we’re meeting the needs of our customers. 

Here's how: 

1. Select the Gear icon at the top, then Feedback. 
2. Enter your comments or product suggestions then select Next.
3. You'll be provided a list of suggested Help articles related to your comment. You can read through them or select Skip and send message.
4. From the drop-down, choose the appropriate category, then select Send message.

For your reference, check out this link: How to Submit Feedback.

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

However, If you mean the delete option 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. Or use a supported, up-to-date browser, to have the best and most secure experience with QuickBooks Online. Then, you can now follow the steps above. 

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.

When I click on multiple transaction the batch delete option is grayed out. Why?

Hello there,

Could you tell me what transactions you are trying to delete? From which page are you in doing this task? I'd appreciate it if you could provide me a screenshot. This way, we could determine the best solution appropriate for you.

In the meantime, you can perform some basic troubleshooting steps. You can open a private window. This way, it can help clear some browser-related concerns. Here's how to access incognito mode in some of the most commonly used web browsers:

• For Chrome, press Ctrl + Shift + N.
• For Internet Explorer or Firefox, press Ctrl + Shift + P.
• For Safari, hold down Command + Shift + N.
• Mozilla Firefox: Ctrl + Shift + P

If the private browsing session works, clear the browser's cache so the system can restart. This task is also possible in other supported, up-to-date browsers. Clearing the cache will reboot the system, allowing you to work with clearing stocked cache and cookies that is causing the issues.

You can visit this article to learn how to personalize and add specific info to your sales forms: Customize invoices, estimates, and receipts in QuickBooks Online.

I would also appreciate hearing any updates after you have completed the steps, as I want to make sure this resolves your concern. Please do not hesitate to contact us again. Have a fantastic day!

I tried to select 'All Transactions' under Type and it wouldn't work. I then try to just filter by one type and selected 'Invoices' only which then allows me to delete the transactions (100 at a time).

Then when I move down to the "Money Received" and "Recently Paid" the "Delete" function under the Batch Actions is now grayed out.

Thanks for getting back to the thread and providing me with more details. I'll share information to help you manage these transactions.

In QuickBooks, there are transaction types that you can delete and others can only be voided. If you select Payments, automatically the delete option will be greyed out. In your case, you can select only the Sales Receipt and other transactions to utilize the batch delete feature.

I'll leave these articles for future purposes, especially the first one. It contains information about the difference between voiding and deleting a transaction:

• Void or delete transactions in QuickBooks Online.
• Undo or remove transactions from reconciliations in QuickBooks Online.

For additional QuickBooks-related concerns, don't hesitate to post them here in the Community. We're always available and willing to lend a hand to your queries. Have a great day ahead.

So batch delete function is not available for the Money Received" and "Recently Paid? Does this mean we have to delete all the transactions one by one?

I can share additional information about deleting transactions by batch, @PINOoo.

You can batch delete Money Received transactions like Invoices and Sales receipts. The option to delete by batch will be grayed out once you include transactions aside from Invoices, Sales receipts, Refunds, and Estimates. 

Here's how:

1. Go to the Sales menu and then proceed to the All sales menu. 
2. Click the checkboxes of the transactions you'll want to delete. 
3. Click the Batch actions dropdown and select Delete. 

Follow the steps in the following article for more information about emailing or printing multiple sales forms in QuickBooks Online. 

Let me know if you need further help deleting transactions by batch. I'm always here to assist. Have a great rest of the day!

What we really need is to deleted all type "Payment" with a status of "Unapplied". 

Can you be done as a batch? We are talking about 18000 line of transactions to be deleted manually.

Thanks

Thanks for getting back to the thread, @PINOoo. 

The option to delete unapplied payments by batch is unavailable in QuickBooks Online (QBO). For now, you'll have to manually delete each transactions in the program.

I can see how this feature could streamline your task especially when handling unapplied payments. Therefore, I'll take note of this as a suggestion to improve your experience in QuickBooks.

Furthermore, you can share your suggestions with our developers, increasing the likelihood of their inclusion in future updates. Here's how to send feedback:

1. Click the Gear icon at the top, then Feedback.
2. Enter your comments or product suggestions. Then select Next to submit feedback.

Rest assured, your valuable feedback directly informs our Product Development team and contributes to the ongoing improvement of your QBO experience. You can also monitor the progress of feature requests through the QuickBooks Online Feature Requests website.

Additionally, you can explore third-party apps that may help you delete multiple transactions in batches. . Simply log in to your QBO account, then go to the Apps menu, and click Find apps.

For future reference, this guide contains information to help you decide when to completely remove entries: Void or delete transactions in QuickBooks Online.

@PINOoo 

Have you tried the deleer tool?

https://get.transactionpro.com/qbo