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Level 2

Deleting Credit Card Charges

Hi, New to Quickbooks.

I have a ton of credit card charges to review before they go into my register after downloading.

The majority of charges are from personal food, clothing, etc.  If I delete these does Quickbooks keep a record of the amount so I can reconcile?

Also, is there a way of deleting 150 Starbucks (for example) all at once instead of going

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Best answer February 12, 2020

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Content Leader

Deleting Credit Card Charges

Hey there, JohnT3.

 

Thanks for following up. I'd like to provide some additional info about the credit card transactions.

 

Sometimes it's necessary to organize and delete certain transactions. However, if the credit card charges are deleted from the register, you wouldn't be able to reconcile them within QuickBooks. The system only pulls items that have been entered in your account to be reconciled.

 

I've got an article for you that covers the ins and outs of reconciling an account in QuickBooks Desktop.

 

It's always a good idea to talk to your accountant about which transactions can safely be deleted.

 

You know where to come if you have any other questions.

View solution in original post

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QuickBooks Team

Deleting Credit Card Charges

Hey there, @JohnT3.

 

I'd be glad to assist you with deleting credit card charges in your QuickBooks Desktop account.

 

At this time, QB Desktop doesn't keep a record of those credit card charges if they're deleted. The charges will have to be in your register for QuickBooks to have a record of them. 

 

However, here's how to delete credit card charges:

  1. Click on the Banking option on the top menu.
  2. Go to Bank Feeds, then choose Bank Feeds Center
  3. Select the bank account, then pick Transaction List
  4. On the Transaction List page, put a checkmark on the box column to choose the transactions you want to delete.
  5. Click Batch actions, once you pick Batch action select the option Ignore All this means it will delete all.
  6. You'll receive a message, "Are you sure you want to delete this transaction?", just choose Yes.

Here is also a detailed article about deleting or voiding transactions in a batch as well: Batch delete or void transactions in QuickBooks Desktop

 

Please let me know if the steps above do the trick. Thank you for reaching out to the Community. Have a safe and productive week ahead!

 

Highlighted
Level 2

Deleting Credit Card Charges

Hi Kendra H,

Just setting up QB. Entering and deleting a years worth of credit card transactions. If I'm deleting transactions and there is no record of  it how can I reconcile the account?

Thanks

Highlighted
Content Leader

Deleting Credit Card Charges

Hey there, JohnT3.

 

Thanks for following up. I'd like to provide some additional info about the credit card transactions.

 

Sometimes it's necessary to organize and delete certain transactions. However, if the credit card charges are deleted from the register, you wouldn't be able to reconcile them within QuickBooks. The system only pulls items that have been entered in your account to be reconciled.

 

I've got an article for you that covers the ins and outs of reconciling an account in QuickBooks Desktop.

 

It's always a good idea to talk to your accountant about which transactions can safely be deleted.

 

You know where to come if you have any other questions.

View solution in original post

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