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rwchrlead
Level 1

How do you delete an expense from last year.

 
1 Comment 1
JasroV
QuickBooks Team

How do you delete an expense from last year.

Good day to you, @rwchrlead.

 

I just got the steps to help you delete your past expense. Before we proceed, ensure the transaction hasn't been reconciled and is not linked to other entries. This way, we can prevent messing up your records.

 

Moreover, I recommend working with your accountant. This is to ensure your book stays accurate after deleting it. If you don't have one, visit our ProAdvisor page and look for one from there.

 

When ready, you can follow these steps in deleting your expense.

 

  1. Sign in to your QuickBooks Online (QBO) account.
  2. Hover to the Magnifying Glass icon.
  3. Click the Advanced Search link 2.PNG
  4. Adjust the filters to find the type of data you want, then click Add Filter2.PNG
  5. Then, locate and select the expense you want to delete.

 

You can also check this link for additional reference: Search for transactions.

 

Once you're all set, you might want to use this article for guidance in managing your accounts: Reconcile an account in QuickBooks Online. This helps you ensure you've matched your bank and QuickBooks balance efficiently.

 

Know that you're always welcome to post a reply if you need help managing your expenses. I'm just a post away from you. Keep safe and have a good one!

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