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When I make a Contractor "inactive", why does Quick Books automatically delete all of their Contractor Payments from the Bank Transactions screen?
(I can still see the expense on the Profit & Loss Report.)
Inactivating contractors in QuickBooks Online doesn't remove all their transactions and will still be available on reports, @Suncoast57. I'll share further details about it.
If you refer to the For Review tab on the bank transactions page, it doesn't automatically remove transactions. Transactions will disappear from the page when excluded, matched, or added.
When you inactivate a contractor, their transactions will remain in the bank register labeled (deleted). We can verify it by going to the page. Here's how:
From there, you can still see the deleted transactions and edit them.
Moreover, you may visit this article to learn more about setting up a Direct Deposit (DD) and other related topics: Contractor direct deposit. Paying your contractor via DD makes your work a faster and more efficient way of paying them instead of cash or check.
The Community team is always around to help if you have additional questions about managing your bank transactions.
Nicole, thanks for your reply. I had already Categorized the Contractor Payments months prior to making the Contractor "Inactive" so, their payments weren't still in the "For Review" screen. All of those payments were under Categorized when they transferred to being "Deleted" and I found them later in the Bank Register.
Why are they deleted at all? Why is this necessary?
Hey there, @Suncoast57.
I appreciate you coming back and giving additional details on this matter.
To be sure of how this could have happened in your QuickBooks Online, I recommend contacting our Customer Support Team for further assistance. They'll be able to use a screen share tool to review your account with you. Here's how:
Keep us updated on how the call goes. I'm only a post away if you need me. Take care!
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