It's great to see you in the Community, 45jstewart56.
Managing your transactions in the bank register is made easy with QuickBooks Online (QBO). Let's navigate to the Chart of accounts page and delete the entries one at a time.
Before we start troubleshooting, it's a good idea to seek guidance from your accountant on how to handle your old data in the register. This will help maintain the integrity of your financial records and avoid any discrepancies.
In case you'll have to delete them, simply follow these steps to complete the task:
- In your company, head to the Transactions menu on the left panel and choose Chart of accounts.
- Look for the account from the list and press the View register link to see more details.
- Tap the Funnel icon to filter the information of the following: Reconciliation Status, Transaction Type, and Date.
- Click on the entry you're working on and choose Delete.
- Select Yes to confirm the deletion.
For additional resources, utilize the instructions in this article to easily review your entries or make quick edits directly from your account register: Find, review, and edit transactions in account registers in QuickBooks Online.
Also, I've included some links that explain how to reconcile your bank or credit card statements and when to delete your data. Feel free to check out each one to gain a better understanding of the process:
Reach out to me again if you need further assistance with this matter or have additional questions about voiding or deleting a transaction. I'm always ready to provide the help you need. Have a wonderful day, 45jstewart56.
