Question

deleting transitions

Forum|Forum|3 years ago
October 9, 2022
1 reply
10 views

I am trying to delete an erroneous account that showed on my trail balance but when I click on the individual account it shows up as deleted but it still showing up in my trial balance report and the numbers are still off. What do I need to do to completely delete a transaction so it doesn't show up in the trial balance?.

QuickBooks Online

L

LollyNino_C

QuickBooks Team

It's nice to see you here in the Community, @grapeter.

I'd like to shed some light on deleting transactions in QuickBooks Online. I will walk you through the steps. Here's how:

Go to Bookkeeping, select Transactions, then select Banking.
Select the For Review tab.
Select the checkbox of the transactions to exclude.
Select Exclude.

It's simple to correct if you unintentionally exclude the incorrect transaction. Simply choose the Excluded tab, check the box next to the transaction, and then choose Undo. It returns to the For Review tab to give you another chance to determine what to do with the transaction.

Then, you can already delete them. Here's how:

Go to the Excluded tab.
Choose the transactions you want to delete.
Click Batch actions, then choose Delete.

I'm also linking an article for further guidance: Exclude expenses from downloaded bank transactions.

You can also read this article for more information: Void or Delete an Invoice or Other Transactions.

Let me know if you have any other concerns. I'm always here to lend a hand and help you further. Have a good day.

G

grapeterAuthor

Even though it says deleted, the account is still there and its throwing off my overall balance in the trial balance report.

A

AileneA

Moderator

Hello, grapeter.

In QuickBooks Online, inactive or deleted accounts can appear on your financial reports.

This happens if a report pulls data of the transactions posted to the account while it was still active.

There are two ways to stop these deleted accounts from showing on reports.

If you're still having the same issue after following the articles shared above, I recommend contacting our customer care support so they can review your account. This way, they can check what's causing the issue. Here's how:

Select Help (?) at the top right.
Click the Contact Us button.
Enter your concern in the description box.
Hit Let's talk.
Select Get a callback.

Please check out our support hours to ensure we address your concerns on time.

With this information, you'll be able to delete transactions that are causing discrepancies and get back to business. I'll be here if you have any other questions. You've got this!

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