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Deej4
Level 2

Delete multiple credit card transactions from QB 2019 desktop

 Long story how it came to this issue and merging a duplicate credit card account into my QB but I need to delete four years of credit card transactions from QB 2019  Premier Edition Desktop due to issues I was having with the online credit card downloading ALL PRIOR  transactions since I opened the credit card account  four years ago. Now those transactions are showing up when I go to reconcile the account for this  current year. All previous four years were reconciled and taxes completed so are not needed as well I have hard copies of all those years. Thank you! 

15 Comments 15
FritzF
Moderator

Delete multiple credit card transactions from QB 2019 desktop

Thanks for dropping by the Community, @Deej4.

 

Deleting multiple transactions by batch is only available in QuickBooks Desktop Accountant 2017,  Enterprise and Enterprise Accountant 17.0, and later versions. Since you're using the Premier version, the only way to delete transactions is to manually do it one at a time.

 

Here's how:

 

  1. Go to the Lists menu at the top to get to the Chart of Accounts
  2. Select the account where the transactions are posted to open the register. 
  3. Right-click on the transaction, then choose Delete

 

Just in case, I'll add this article for future reference: Batch delete or void transactions in QuickBooks Desktop Accountant Edition.

 

Please let me know if you have any other concerns or issues, and I'll get back to you right away. I'm always here to help. Enjoy the rest of the day!

Fiat Lux - ASIA
Level 15

Delete multiple credit card transactions from QB 2019 desktop

Deej4
Level 2

Delete multiple credit card transactions from QB 2019 desktop

Since it would be extremely tedious to manually delete one at a time( over 400 transactions)  would be be better to just delete the credit card and all the transactions for it as I see it is transactions from 2015 through the end of 2018 and all those dates are reconciled and taxes paid. The start fresh and try to download only the current 2019 charges and re-reconcile Jan 2019 through Dec 2019? 

Deej4
Level 2

Delete multiple credit card transactions from QB 2019 desktop

Have you tried either of these and it worked?

Kristine Mae
Moderator

Delete multiple credit card transactions from QB 2019 desktop

Yes, you can delete the credit card account, Deej4.

 

I'll guide you how:

  1. Click Lists
  2. Go to Chart of Accounts.
  3. Select the account, right-click, then select Delete Account.
  4. Click OK to confirm. 

Although, I'd suggest reaching out with your accountant before deleting it since this might be affecting your reconciled balances or closed books. 

 

If in any case, you're unable to delete it, you can make it inactive instead. This account will not show in the Chart of Accounts and you can make it active again. Here's how:

  1. In the Chart of Account window, select the account.
  2. Right-click, then select Make Account Inactive

Let me share this article about understanding QuickBooks Chart of Accounts for future reference.

 

Drop by in the Community if you have other concerns. We'd be happy to work with you again. 

Fiat Lux - ASIA
Level 15

Delete multiple credit card transactions from QB 2019 desktop

@Deej4 

You may delete many transaction type in batch by the deleter tool

Deej4
Level 2

Delete multiple credit card transactions from QB 2019 desktop

This is what I have done so far. I did inactivate the account but that not inactivate all the transactions so what I did was create a new credit card account and went in and manually downloaded for Jan 2019 statement ( as all previous years were reconciled and taxes reported etc as well I have hard copies of those as well). I went to reconcile it and it indeed showed all the transactions for that period with the exception of the credit or payment made for Jan 2019. It will not download the payment manually so I was going to enter it manually but when I went to do that it does now show this new cc as an option under credit card charges  Refund/Credit. How do correct it? It does show in my chart of accounts 

ReymondO
QuickBooks Team

Delete multiple credit card transactions from QB 2019 desktop

Let me help you record these transactions in QuickBooks, @Deej4.


This unexpected behavior can be caused by a damaged data file in your Company file. We can create a test credit card account, then go back to the Vendor Center to check if this test account shows.

 

If the test account shows, we can change its info as a new credit card account and merge this to your existing account. Here's how:

 

  1. Right-click the name of the account that you would like to merge, then click Edit Account.
  2. Replace the account name with the one you took note of and select Save & Close.
  3. Click Yes to merge the account.

If not, then we can perform these following steps to fix the issue:

 

  1. Update QuickBooks Desktop.
  2. Back up your company file.
  3. Run the Verify and Rebuild Data Utility Tool to identify and resolve data issues within QuickBooks.

If I can be of further assistance, please let me know by posting below.

BOQARI
Level 1

Delete multiple credit card transactions from QB 2019 desktop

I have the same problem with Enteprise Desktop 2020. and the batch delete tool only offers checks, invoices, and bills, not credit card transaction?

 

And QB will not let you delete an account with transactions.

Mark_R
Moderator

Delete multiple credit card transactions from QB 2019 desktop

Hello there, @BOQARI.

 

At this time, the Batch Delete/Void Transactions feature only allows you to delete checks, invoices, and bills. As a workaround, you can consider deleting your credit card transactions manually.

 

Here's how:

 

  1. Go to the Lists menu, then select Chart of Accounts.
  2. Select the credit card from the list.
  3. Find the transaction you want to delete, then right-click on it and select Delete Credit Card Charge.
  4. Click OK to confirm.

Also, you can follow the steps shared by my colleague Kristine Mae to inactivate the account instead of deleting it.

 

As always, you can visit our QuickBooks Community help website if you need tips and related articles in the future.

 

Please keep in touch if there's anything else I can do to help you succeed with QuickBooks. I've got your back. Have a great day.

Fiat Lux - ASIA
Level 15

Delete multiple credit card transactions from QB 2019 desktop

@BOQARI 

Utilize the deleter tool to delete CC  Charges or CC Credits in bulk

https://transactionpro.grsm.io/qbd

https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

 

Hope it helps.

nboeth
Level 1

Delete multiple credit card transactions from QB 2019 desktop

As a workaround to right click and selecting you can use the shortcut Ctrl+D and hit Enter. This saves a great deal of time clicking. Although, QB should have batch delete for anything you can also batch upload....definitely room for improvement QuickBooks.

MrMojo
Level 2

Delete multiple credit card transactions from QB 2019 desktop

"Ctrl+D and hit Enter. This saves a great deal of time clicking. Although, QB should have batch delete for anything you can also batch upload."

To batch delete credit card transactions:

Chart of Accounts

Select 'credit card' account

Double click to bring up CCard register.

Select transaction(s)

Ctrl+D then hit Enter to delete the selected transactions!

Repeat until done!

 

Thanks for the shortcut tip as it's a time saver! :)

 

It's really stupid that Intuit/QB does NOT include a Batch delete feature for Credit card transactions!

 

MrMojo
Level 2

Delete multiple credit card transactions from QB 2019 desktop

That's too time consuming!

 

It's really stupid that Intuit/QB does NOT include a Batch delete feature for Credit card transactions!

MrMojo
Level 2

Delete multiple credit card transactions from QB 2019 desktop

That does Not solve the issue of deleting Multiple credit card transactions!

 

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