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denise36
Level 1

Delete old transactions?

Trying to delete old transactions and credits.  To make my account/reports more accurate.
4 Comments 4
Fiat Lux - ASIA
Level 15

Delete old transactions?

Use a deleter tool.

https://get.transactionpro.com/qbo

 

As an additional option, use a backup restore app to lower any risks.

https://partnerwithus.rewind.com/quickbooks

 

jenop2
QuickBooks Team

Delete old transactions?

Hi there, denise36.

 

Can you tell us why you need to delete old transactions? Can you share more details about it? We just want to make sure that we're giving you right steps and information to sort this out.

 

Please add a reply below to share more details. We look forward to it. 

denise36
Level 1

Delete old transactions?

Trying to balance out my accounts.  Some transactions go back 8-10 years.  Some are credits and debits.

Need to know the right procedure to correct these accounts.

 

Kevin_C
QuickBooks Team

Delete old transactions?

Thanks for the prompt response, denise36. Let me provide details to help you with ensuring your accounts get balanced in QuickBooks Online (QBO).

 

To get your account balance and books accurate, I suggest reconciling your accounts by referring to your bank statements.

 

Performing the reconciliation process will help you know if you need to delete some of your transactions, either duplicate transactions or transactions that aren't showing up in your bank statement. Moreover, you can also generate journal entries to adjust the balance of your accounts. You may also seek assistance from your accountant to ensure that your books and data are accurate. 

 

Additionally, you can visit this article to view the guidelines that will guide you in reconciling the transactions: Learn the reconcile workflow in QuickBooks.

 

We're always here in the Community to help if you have other questions about managing your accounts in QBO. Keep safe, and have a great day ahead!

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