Deleting transactions

MikeyJay85 · ‎April 05, 2023

I’ve made some test transactions on the QBSE app, to experiment and learn how to use it. I would like to delete these transactions now to keep the place organised and tidy. These were scanned receipts. There doesn’t seem to be an option to delete the transactions, only to exclude them. They’re just nonsense transactions so I don’t want them sitting around on my profile even if they are excluded. Is there anyway to permanently remove them. Again, not excluded, I’d like them totally gone.

many thanks,

Mike

Archie_B · ‎April 07, 2023

Hi there, MikeyJay85. I can share some insights for removing a transaction after scanning a receipt in QuickBooks Online.

When you scan a receipt, QuickBooks enters the details for you. All you need to do is categorize it. If you don't need them, you can simply exclude these transactions since we don't have the option to remove them. You can only delete transactions you've added manually.

Don't worry, any excluded transactions will have no effect on your account. You can check out this link to learn more: Exclude or delete transactions in QuickBooks Self-Employed.

Let me know if you have other concerns about managing your transactions. I'll make sure to get back to you as soon as possible. Have a great weekend!

View solution in original post

Archie_B · ‎April 07, 2023

Hi there, MikeyJay85. I can share some insights for removing a transaction after scanning a receipt in QuickBooks Online.

When you scan a receipt, QuickBooks enters the details for you. All you need to do is categorize it. If you don't need them, you can simply exclude these transactions since we don't have the option to remove them. You can only delete transactions you've added manually.

Don't worry, any excluded transactions will have no effect on your account. You can check out this link to learn more: Exclude or delete transactions in QuickBooks Self-Employed.

Let me know if you have other concerns about managing your transactions. I'll make sure to get back to you as soon as possible. Have a great weekend!

MikeyJay85 · ‎April 09, 2023

Thanks for your help, Archie!

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