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F
faykagan-gmail-c
October 2, 2021
Question

HOw can I hide transactions before a certain date?

  • October 2, 2021
  • 1 reply
  • 22 views
I want to hide all transactions from before Sept 1, 2021-in all my accounts

1 reply

S
SarahannC
Level 9
October 3, 2021

Hello there, @faykagan-gmail-c.

 

In QuickBooks Online, there's no option to directly hide all the transactions from all of your accounts. If these transactions are no longer needed, you can delete or void them one-by-one. The steps below will guide you through the process. 

 

  1. Go to the Accounting menu on the left panel. Then, choose Chart of Accounts.
  2. Click View register beside the account where entries are located.
  3. Select the transaction/entry you want to delete. Click Delete.
  4. A message will pop-up asking you to confirm the delete option. Click Yes.

 

Also, you can select specific dates on how you want the account generate the transactions. Click the Funnel icon and enter the appropriate dates. Then, select Apply.

 

You'll want to check this article to get more tips and information when voiding and deleting transactions in the program: Void or delete transactions in QuickBooks Online.

 

You can go back here if you have additional questions about QuickBooks transactions. The Community will be right here for you. Take care and stay safe always.

S
SarahannC
Level 9
October 4, 2021

Hi faykagan-gmail-c,


Hope you’re doing great. I wanted to see how everything is going about hiding or deleting transaction from your accounts. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime.


Looking forward to your reply. Have a pleasant day ahead!

JasroV
JasroV
Level 8
April 4, 2022

Is there a way to delete a range or transactions?  I'd like to delete everything prior to January 1.


Yes, there is, Rob.

 

You'll want to go to the Sales or Expenses menu and delete your transactions. I'll show you how.

 

  1. Go to the Sales menu and select the All Sales tab.
  2. Click the Filter drop-down menu and modify the search option and date.
  3. Select Apply.
  4. Locate and open each transaction and delete them.

 

If you're referring to your expenses transactions, simply go to the Expenses menu and select the Expenses tab. Then follow steps 2 to 4 above to delete your preferred transactions.

 

Furthermore, I'd recommend working with your accountant. This way, we can ensure the safety of your accounts after deleting those transactions.

 

Once you're all set, you might want to check out this article for guidance in seamlessly matching your accounts: Reconcile an account in QuickBooks Online.

 

Please let me know in your reply if you have other questions about managing your transactions in QBO. I'll be around ready to help you. Have a great day ahead! 

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