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I have a QBO client who has two deleted transactions on a/r report...how do I get them permanently deleted

I have a QBO client who has two deleted transactions on a/r report...how do I get them permanently deleted

1 Comment
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I have a QBO client who has two deleted transactions on a/r report...how do I get them permanently deleted

Hello there, @CLY1

 

Thank you for joining the QuickBooks Community. I'm here to help share some information about permanently delete transactions in QuickBooks Online. 

 

Base on the screenshot you've shared with us, it seems like the customer is deleted not the transactions. If an inactive customer has transactions on an active account for the reporting period, it shows on the reports as it should. 

 

What we can do is to manually select the customers' name by customizing the A/R Aging report. 

 

Here's how: 

  1. Open the A/R Aging report.
  2. At the top right, click the Customize button. 
  3. Click the Filter drop-down.
  4. Click the Customer box.
  5. From the Customer drop-down, select the customers' name.
  6. Click Run report. 

After that, you can memorize the report to save its current customization for future use. Another way to customize the report is by exporting the it to Excel and manually edit the file to show the details you need. 

 

To export reports to excel, here's how: 

  1. Open the A/R Aging report.
  2. At the top right, select the Export icon.
  3. Select Export to Excel.

You can also check this article for a short video of the steps: Export QuickBooks Online reports to Excel.

 

If you need further assistance with the process, feel free to contact our QuickBooks Online Support Team. They have the tools to pull up your account in a secure environment and do a screen sharing session.

 

If there's anything else I can help you with reports or QBO, please don't hesitate to drop a comment below. I'll be happy to assist you further. 

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