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October 2, 2021
Question

HOw can I hide transactions before a certain date?

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

1 reply

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.

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!

April 20, 2024

@what99 

You can use the Condense Data utility to delete transactions. That means condense data prior to 1/1/2023 = delete ALL transactions prior to 1/1/2023.


The condense feature will NOT delete data if used in the desktop pro version.

This will not delete all transactions prior to the date you choose.

I used the condense feature to try to solve an issue with migrating from desktop to online.

I had old unbilled expenses from 1999 thru 2008.

I condensed all data prior to 2010.

The old data was still there albeit only in subtotaled categories but it is still there and is not deleted.

It would be great if it did delete the transactions but it does NOT.

It condenses the subtotaled categories to reduce file size but does NOT delete the audit trail; of those transactions.

I believe that may be possible if you have the Accountant version but not the Desktop Pro version