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davidmatyas
Level 3

Is there a way to easily delete unreconciled transactions?

I am in the middle of reconciling an account. There are many duplicate entries so I only checked off and reconciled one for each. Is there a way for me to easily delete all the unreconciled transactions from an account that is earlier than a second date?

1 Comment 1
KiazzymaeC
QuickBooks Team

Is there a way to easily delete unreconciled transactions?

Hello there, David Matyas! While QuickBooks Desktop doesn't offer a direct feature to batch delete unreconciled transactions, you can manually delete or void them. I'm here to support you and guide you through each step of the process.

 

Before proceeding, please ensure you back up your QuickBooks Desktop company file. This step is crucial in case you need to recover your data if an issue arises. Once backed up, carefully review the account and any duplicate entries before deleting.

 

Here's how to delete:

 

  1. Go to the Lists menu and select Chart of Accounts.
  2. Open the Account Register and choose the account containing the duplicate entries you want to delete.
  3. From there, select each of the transactions you wish to delete.
  4. Make sure to check the box for each transaction, select the Main tab, then click the X icon or select Delete from the dropdown menu.
  5. Choose either Delete or Void, and confirm by clicking OK.

 

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For more detailed guidance when reconciling your account, please refer to this article: Reconcile an account in QuickBooks Desktop.
 

However, if you are using QuickBooks Desktop Accountant version, you can batch delete or void transactions, which allows you to remove multiple transactions at once. This feature is exclusively available in the Accountant edition.

 

Additionally, if you experience issues during account reconciliation, you might find this article useful for troubleshooting: Fix issues when you're reconciling in QuickBooks Desktop.

 

I’ll keep this post open, so feel free to share any further concerns you have about deleting unreconciled transactions in QuickBooks Desktop. I’m here to assist you every step of the way!

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