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lorilhermann-gma
Jun 26, 2022 12:43 PM UTC
Question

Can I bulk delete transactions?

I just opened a QuickBooks account and don’t like the way my transactions were imported from GoDaddy Bookkeeping and I just want to start over. Any way to bulk delete transactions?

5 replies

Fiat Lux - ASIA
Fiat Lux - ASIA
Level 14
Jun 26, 2022 12:56 PM UTC

Which QBO plan do you have? You are unable to purge QBO Simple Start. You should cancel it and open a new blank account.

https://quickbooks.grsm.io/US

https://quickbooks.grsm.io/us-promo

 

As an additional option, utilize the trial version of a backup restore app during your setup.

https://rewindio.grsm.io/quickbooks

 

lorilhermann-gmaAuthor
Jun 26, 2022 3:11 PM UTC

I do have the Simple Start version which is way more than I even need for an online eBay/Poshmark/Mercari  business. I was trying to avoid just cancelling and starting a new subscription because as part of GoDaddy Bookkeeping migration to Quickbooks I got a $15/month deal for a year. Any way I can cancel and still get that deal?

Mich_S
Level 5
Jun 26, 2022 1:32 PM UTC

You've come to the right place for help with handling transactions in QuickBooks Online, @lorilhermann-gma.

 

Right now, only bank feed transactions that haven't been added to QuickBooks are currently eligible for bulk deletion. I'll walk you through the process of deleting online banking transactions:

 

  1. Open the Banking menu.
  2. Choose the correct account.
  3. Navigate to the For Review tab then mark the items you're deleting.
  4. Hit the Batch actions button.
  5. Select Exclude Selected.
  6. After that, go to the Excluded tab.
  7. Pick the transactions again then hit the Batch actions button.
  8. Select Delete.

However, if you're deleting transactions that are synced from Go Daddy Bookkeeping, you'll have to delete them one at a time.

 

Furthermore, I suggest doing a purge company if you'd like to delete all data and start over. If your books are 60 days and older, you'll have to cancel your current QBO account and start a new one. On the other hand, review this module for some reminders and the detailed steps of purging a company: Delete your data and start over in QuickBooks Online.

 

Loop me in if you have additional queries about handling data or QuickBooks in general. I'm always ready to back you up. Take the best care!
 

lorilhermann-gmaAuthor
Jun 26, 2022 3:13 PM UTC

I have no banking data yet just transactions imported from GoDaddy Bookkeeping which is discontinuing their service. Thanks anyway.

JenoP
JenoPQuickBooks Team
QuickBooks Team
Jun 26, 2022 5:32 PM UTC

Thanks for always getting back to us with additional details, lorilhermann-gma.

 

To get the same promotion, I would recommend reaching out to our sales teams. They can review your account and check if you can cancel the existing one and create a new subscription at the same rate.

 

Please go to this link and get their contact details in the upper-right hand corner: https://quickbooks.intuit.com/. 

 

 

 

With regards to a feature about deleting multiple transactions, I recommend sending a feature about this to our product engineers. Customer feedback and suggestions on how to improve your QBO experience are always welcome and reviewed whenever updates are designed. Here's how: 

 

  1. Go to the Gear icon and select Feedback.
  2. Type in your product suggestions and click Next.

 

Please don't hesitate to always ask questions in the Community if you need anything else. 

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