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Level 1

Hi, I've had my square integrate with QBO since Sep 2019. I decided to remove the Square app and journal all daily sales manually. How do I delete all old square entries?

 
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QuickBooks Team

Hi, I've had my square integrate with QBO since Sep 2019. I decided to remove the Square app and journal all daily sales manually. How do I delete all old square entries?

Hello stuebekarl.

 

I'm here to help you get rid of your old square entries.

 

If we have transactions we no longer use, we can use the Delete option in the Banking menu. In addition, this feature is also used to keep a personal expense out of your business finances.

 

Before diving in, we'll have to exclude them first. This way, we'll be able to use the Delete option. I'll guide you how:

 

  1. Select Banking from the sidebar menu.
  2. Choose the appropriate bank account.
  3. Click the For Review tab.
  4. Select the checkboxes of the transactions you want to exclude.
  5. From the Batch actions drop-down button, choose Exclude Selected.

Then, we can now start deleting to them:

 

  1. On the same page, click the Exclude tab.
  2. Select the checkboxes of the transactions you want to delete.
  3. From the Batch actions drop-down button, choose Delete.

Please know that deleting transactions will permanently erase them from your records. If you will still use that certain transaction, we can exclude it instead.

 

I recommend visiting this article that will help you in categorizing and assigning your downloaded bank transactions.

 

Do you have other questions in mind? Feel free to leave them below, and I'll make sure to get back to you as soon as I can.

Highlighted
Level 1

Hi, I've had my square integrate with QBO since Sep 2019. I decided to remove the Square app and journal all daily sales manually. How do I delete all old square entries?

Hi, I appreciate your response. What if the sales from square isn't hitting my bank account directly? There's no option that I can see for me to delete all the sales square downloaded to QBO from its app. 

 

thanks.

Highlighted
Level 1

Hi, I've had my square integrate with QBO since Sep 2019. I decided to remove the Square app and journal all daily sales manually. How do I delete all old square entries?

Hi Klent, I greatly appreciate your help. I think I miscommunicated what I was trying to say. 

 

I've downloaded the Square app for my QBO for it to talk to each other. The transactions that sync with QBO are the transactions that incurred in Square and not within the linked banks on Quickbooks. The only square transactions that hit the bank are the bulk deposits of income, tips payable, and sales tax from credit card sales.

 

Unfortunately, the data that Square pulled in has made my books a bit of a mess and I want to delete all the sales its automatically synched. I'm planning to journal daily sales manually instead. Do you know how to reverse the sales it's automatically synched?

 

thank you, 

 

Karl

 

 

 

 

Highlighted
Moderator

Hi, I've had my square integrate with QBO since Sep 2019. I decided to remove the Square app and journal all daily sales manually. How do I delete all old square entries?

Hi there, stuebekarl.

 

Thanks for the detailed information you've provided about the transactions coming from Square. We can delete the downloaded Square transactions by following these steps:

 

  1. Go to Accounting, then choose Chart of Accounts.
  2. Look for your Square account and click View register.
  3. Select the downloaded transactions you want delete.
  4. Click Delete.

I'm adding this link about sync Square with QuickBooks Online that contains information on how Square sales data imported into QBO.

 

Tag me directly if you need more help.

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