Deleting transactions

Thanks for your help, Archie!

How do you delete a transaction manually in your profit and loss report

Let me help you delete your transactions to deduct the amount from your Profit and Loss, Causer1.

First, it's important to note that in QuickBooks Self-employed (QBSE), only the income and expenses amount are shown. If you've downloaded transactions, you cannot delete them; however, you can exclude them. By doing this, QuickBooks will remove these transactions from financial reporting calculations.

Here's how:

1. Navigate to the Transactions menu.
   
2. Locate the transaction you want to exclude and select it to expand the view.
3. Check the Exclude this transaction checkbox.
4. Finally, click Save.
   

On the other hand, if you have manually created transactions, you can directly delete them. Here's how:

1. Go to the Transactions menu.
   
2. Locate the transaction you wish to delete and select it to view more details.
3. Click on Delete.
   

Moreover, you can check out this article for detailed steps about excluding and deleting transactions on the mobile app: Exclude or delete transactions in QuickBooks Self-Employed.

Furthermore, I've added this article about the changes to expense categories in QBSE: Updates to expense categories in QuickBooks Self-Employed, for your future reference.

Let us know if you have other concerns or questions about deleting transactions within QuickBooks Self-employed. The whole community is here to help at any time.

@GenmarieM  "If you've downloaded transactions, you cannot delete them; however, you can exclude them."

And exactly which rocket scientist came up with that idea?

That is ridiculous on a staggering number of levels.