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how to remove old purchase orders sitting in vendors transactions list.

Is there a faster way to remove old purchase orders sitting in vendors transactions list that have been paid than deleting one at a time?

5 Comments
Content Leader

Re: how to remove old purchase orders sitting in vendors transactions list.

Hello, deansoloaga.

 

I appreciate you visiting the Community with your question about removing old purchase orders. I'm here to provide some information regarding batch deleting in QuickBooks.

 

Batch deleting certain transactions is an option in the Accountant version of QuickBooks Desktop. Items that can be batch deleted include: invoices, checks, and bills. Purchase orders don't currently appear in this list. I can see how having the ability to remove these old orders at once would be beneficial to you. I'll be sure to pass your feedback along to the Product Development Team, letting them know you'd liked to be able to do this in your account.

 

I've got an article that covers how to batch delete those other transactions, in case you need to clear any of those out. You can check it out here: https://quickbooks.intuit.com/community/Income-and-expenses/Delete-transactions-by-batch-using-Batch....

 

I wish you and your business continued success. Please don't hesitate to contact me if you have any other questions.

Not applicable

Re: how to remove old purchase orders sitting in vendors transactions list.

Thank you for your speedy reply.

Dean

Anonymous
Not applicable

Re: how to remove old purchase orders sitting in vendors transactions list.

Quickbooks Online does this completely wrong! Purchase Orders should be in a separate tab NOT in the Transaction List tab. How on Earth did this get signed off and released to the general public?!

 

Having POs mixed in with actual transactions is plain stupid. I hope that someone at QB's sorts this out soon because I'm sure it's a simple alteration any good programmer could do within a few hours.

QuickBooks Team

Re: how to remove old purchase orders sitting in vendors transactions list.

Thank you for taking the time to post your thoughts in the Community, Devil.

 

Allow me to share what I know about the Vendor Transaction List in QuickBooks Online.

 

Generally, the Transaction List tab in the vendor's profile is designed to show you all of your transactions involving them. However, we are aware that there are times that not all of them will be needed.

 

That's why we've added the Filter option, to specify which ones you want to see on the list. To use it, just click on the Filter drop-down menu, then choose the appropriate transaction type and hit Apply.

 

Please let me know if there's anything else I can help you with in the meantime. I assure you that I'll do my best to help you out.

Anonymous
Not applicable

Re: how to remove old purchase orders sitting in vendors transactions list.

Purchase orders are not transactions. They should not be grouped within that tab.

 

Within the transactions tab when no filter is applied I should be able to see every posted transaction that affects the account.

 

POs are none-posting entries so nothing to do with Transactions. 

 

I don't understand why QBs aren't getting this.

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