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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!
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:
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!
Utilize the trial period of these deleter tools
https://transactionpro.grsm.io/qbd
https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2
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?
Have you tried either of these and it worked?
Yes, you can delete the credit card account, Deej4.
I'll guide you how:
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:
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.
You may delete many transaction type in batch by the deleter tool
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
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:
If not, then we can perform these following steps to fix the issue:
If I can be of further assistance, please let me know by posting below.
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.
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:
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.
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.
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.
"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!
That's too time consuming!
It's really stupid that Intuit/QB does NOT include a Batch delete feature for Credit card transactions!
That does Not solve the issue of deleting Multiple credit card transactions!
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