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Level 1

How do I delete a transfer of funds between bank accounts? I entered it twice...

I have created a transfer between accounts twice. How do I delete one of them? I have tried to right click from the register (like windows version allows) but no such luck! (MAC2015)

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Best answer December 10, 2018

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Level 8

How do I delete a transfer of funds between bank accounts? I entered it twice...

Edit>delete should work, or edit>delete funds transfer if you are in the transfer window.

View solution in original post

11 Comments 11
Highlighted
Level 8

How do I delete a transfer of funds between bank accounts? I entered it twice...

Edit>delete should work, or edit>delete funds transfer if you are in the transfer window.

View solution in original post

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Level 1

How do I delete a transfer of funds between bank accounts? I entered it twice...

Where do you get to make those choices?  I can't seem to find them.
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Level 1

How do I delete a transfer of funds between bank accounts? I entered it twice...

I have a 2014 version.
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Level 8

How do I delete a transfer of funds between bank accounts? I entered it twice...

Banking>transfer funds, use the previous tab to find the transfer or find the transfer in the register then use edit>delete.
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Level 1

How do I delete a transfer of funds between bank accounts? I entered it twice...

how about command D
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Level 8

How do I delete a transfer of funds between bank accounts? I entered it twice...

That works as well.
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Level 2

How do I delete a transfer of funds between bank accounts? I entered it twice...

I have done that but there is no edit option on the transfer fund.  Still have not found away to delete or void the transaction once the tranfer funds has been used

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Level 2

How do I delete a transfer of funds between bank accounts? I entered it twice...

this option doesn't exist in 2019 I can't find a way to delete or void a transfer funds transaction

 

 

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QuickBooks Team

How do I delete a transfer of funds between bank accounts? I entered it twice...

I've got you covered, @Candi4.

 

I love your username, by the way. I can point you in the right direction of how you can delete a transfer funds transaction within your Desktop account. The provided steps above are correct, but can sometimes be hard to locate. For an easy visual guide, follow the steps below.

  1. Open QuickBooks.
  2. Go to Banking.
  3. Select Transfer Funds.
  4. Use the Previous or Next option to locate the transaction.

      5. Click Edit and then choose to Delete or Void the transaction.

 

 

It's that simple!

 

Let me know if these steps help. I want to ensure that you're able to get this resolved. Have a fantastic day!

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Level 1

How do I delete a transfer of funds between bank accounts? I entered it twice...

Hi There

I have the same issue as the OP, however that solution is not working for me.  I am using the cloud version and I do not have the option to select 'Transfer Funds' after selecting 'Banking' on the left menu. Can someone please tell me how to delete a duplicated Bank transfer in the cloud version?

 

Thanks

Linda

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QuickBooks Team

How do I delete a transfer of funds between bank accounts? I entered it twice...

Hi there, LF8.

 

Since you're accessing Banking from the left menu, I believe you're using QuickBooks Online. The provided steps above are for QuickBooks Desktop. I suggest going to the Accounting section. From there, you can delete the duplicate bank transfer from your register.

 

Here's how:

 

1. Click Accounting at the left panel.

2. Choose Charts of Accounts.

3. Find the bank.

3. Click the View register under Action column.

4. Find the duplicate bank transfer and click it to expand the page.

5. Hit the Delete button.

 

For additional information how recording a funds transfer between two accounts works in QBO, you can refer to this article: Transfer funds between accounts.

 

If you want to move money from one company to another, please check this article on how to perform the steps: Transfer funds between companies.

 

Please let me know if you have other questions related with QuickBooks. I'm always here to help you.

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