How to Delete Multiple Transactions in QuickBooks.

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Jun 29,  · Remove duplicate transactions in Side-by-Side mode Go to the Banking menu. Select Bank Feeds and then Bank Feeds Center. In the Items Reviewed section, select the . Learn how to add, edit, and delete items in QuickBooks Desktop for Windows and Mac. Items are anything your company buys, sells or resells, such as products, shipping and handling . Oct 18,  · The steps to delete duplicate transactions are as follow: . Click on the Banking tab and select Bank Feeds. Then click on the Bank Feeds Center. Select the account with .
 
 

Delete multiple transactions in quickbooks desktop.Remove duplicate transactions in QuickBooks Desktop

 

Long story how it came to this issue and merging a duplicate credit card account into my QB but I need to delete four years of credit card transactions from QB Premier Edition Desktop due to issues I was having with the online credit card downloading ALL PRIOR transactions since I opened the credit card account four years ago.

Now those transactions are showing up when I go to reconcile the account for this current year. All previous four years were reconciled and taxes completed so are not needed as well I have hard copies of all those years. Thank you! Thanks for dropping by the Community, Deej4. Deleting multiple transactions by batch is only available in QuickBooks Desktop Accountant , Enterprise and Enterprise Accountant Since you’re using the Premier version, the only way to delete transactions is to manually do it one at a time.

Please let me know if you have any other concerns or issues, and I’ll get back to you right away. I’m always here to help. Enjoy the rest of the day! Since it would be extremely tedious to manually delete one at a time over transactions would be be better to just delete the credit card and all the transactions for it as I see it is transactions from through the end of and all those dates are reconciled and taxes paid. The start fresh and try to download only the current charges and re-reconcile Jan through Dec ?

Although, I’d suggest reaching out with your accountant before deleting it since this might be affecting your reconciled balances or closed books. If in any case, you’re unable to delete it, you can make it inactive instead. This account will not show in the Chart of Accounts and you can make it active again.

Here’s how:. Let me share this article about understanding QuickBooks Chart of Accounts for future reference. This is what I have done so far. I did inactivate the account but that not inactivate all the transactions so what I did was create a new credit card account and went in and manually downloaded for Jan statement as all previous years were reconciled and taxes reported etc as well I have hard copies of those as well.

I went to reconcile it and it indeed showed all the transactions for that period with the exception of the credit or payment made for Jan How do correct it? It does show in my chart of accounts. Let me help you record these transactions in QuickBooks, Deej4. This unexpected behavior can be caused by a damaged data file in your Company file.

We can create a test credit card account, then go back to the Vendor Center to check if this test account shows. If the test account shows, we can change its info as a new credit card account and merge this to your existing account. I have the same problem with Enteprise Desktop As a workaround, you can consider deleting your credit card transactions manually. Also, you can follow the steps shared by my colleague Kristine Mae to inactivate the account instead of deleting it.

As always, you can visit our QuickBooks Community help website if you need tips and related articles in the future. Please keep in touch if there’s anything else I can do to help you succeed with QuickBooks. I’ve got your back. Have a great day. This saves a great deal of time clicking. Although, QB should have batch delete for anything you can also batch upload Although, QB should have batch delete for anything you can also batch upload.

By clicking “Continue”, you will leave the community and be taken to that site instead. Enter a search word. Turn off suggestions. Enter a user name or rank. Turn on suggestions. Showing results for. Search instead for. Did you mean:. Connect with and learn from others in the QuickBooks Community.

Join now. Level 2. Delete multiple credit card transactions from QB desktop Long story how it came to this issue and merging a duplicate credit card account into my QB but I need to delete four years of credit card transactions from QB Premier Edition Desktop due to issues I was having with the online credit card downloading ALL PRIOR transactions since I opened the credit card account four years ago.

Labels: QuickBooks Desktop. Reply Join the conversation. Delete multiple credit card transactions from QB desktop Thanks for dropping by the Community, Deej4. Here’s how: Go to the Lists menu at the top to get to the Chart of Accounts. Select the account where the transactions are posted to open the register. Right-click on the transaction, then choose Delete. Level Delete multiple credit card transactions from QB desktop Since it would be extremely tedious to manually delete one at a time over transactions would be be better to just delete the credit card and all the transactions for it as I see it is transactions from through the end of and all those dates are reconciled and taxes paid.

Delete multiple credit card transactions from QB desktop Have you tried either of these and it worked? Kristine Mae. Delete multiple credit card transactions from QB desktop Yes, you can delete the credit card account, Deej4. I’ll guide you how: Click Lists. Go to Chart of Accounts. Select the account, right-click, then select Delete Account. Click OK to confirm. Here’s how: In the Chart of Account window, select the account.

Right-click, then select Make Account Inactive. Drop by in the Community if you have other concerns. We’d be happy to work with you again. Delete multiple credit card transactions from QB desktop Deej4 You may delete many transaction type in batch by the deleter tool. Delete multiple credit card transactions from QB desktop This is what I have done so far. QuickBooks Team. Delete multiple credit card transactions from QB desktop Let me help you record these transactions in QuickBooks, Deej4.

Here’s how: Right-click the name of the account that you would like to merge, then click Edit Account. Click Yes to merge the account. If not, then we can perform these following steps to fix the issue: Update QuickBooks Desktop. Back up your company file. If I can be of further assistance, please let me know by posting below. Level 1. Delete multiple credit card transactions from QB desktop I have the same problem with Enteprise Desktop And QB will not let you delete an account with transactions.

Here’s how: Go to the Lists menu, then select Chart of Accounts. Select the credit card from the list. Find the transaction you want to delete, then right-click on it and select Delete Credit Card Charge. Repeat until done! Thanks for the shortcut tip as it’s a time saver! Delete multiple credit card transactions from QB desktop That’s too time consuming! Delete multiple credit card transactions from QB desktop That does Not solve the issue of deleting Multiple credit card transactions!

One credit card with multiple QB accounts. Desktop Pro – Deleting downloaded transaction. Should I uninstall Welcome back to another handy resource guide from Kiala all about quarterly Read more.

Welcome back to Quick help with QuickBooks. Your chart of accounts is a cen Employers need workers to get the job done, but according to the IRS, all w Need to get in touch? Sign in for the best experience. You are leaving Intuit. Cancel Continue. Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.

 

Delete multiple transactions in quickbooks desktop. How to Delete Multiple Transactions in QuickBooks Desktop?

 

Items are anything your company buys, sells or resells, such as products, shipping and handling charges, discounts, and sales tax if applicable. They show up as a line on invoices or other sales forms. Purchase information and Sales information appear when you create an Inventory Part or when you select:.

These fields under Inventory Information appear when you select Inventory as the item type. The following fields appear when you create a Group Item. Before you create a group item, all individual items must already be set up. You can create an item without leaving the Invoice or any sales form. Just enter the name for the new item and press the tab key. Option 1: Select Next as soon as you have created a new item to get another New Item window.

Fill in the necessary fields and repeat the process until you you have created all the items you need. You can change an item’s type if the item is an inventory windows only , non-inventory, or other charge item.

The items you can change the type on are limited. You can’t always change the type back. For example, if you change an item to an inventory or service item, you can no longer change its type. You may need to create similar items. You can make a duplicate, or copy, of an existing item and save it with a new name. This is now available in QuickBooks for Mac. Note : If you duplicate a parent or sub-item, the new item will also be a parent or sub-item. If you duplicate an inventory item, all item info is copied except On Hand and Reorder Point.

These fields are set to 0. If you mistakenly entered the same item twice but with a different name, you can merge them so that all of your transactions are associated only with one item name.

Check out Merge list entries in QuickBooks Desktop for more info. QuickBooks won’t let you delete an item if it’s ever been used in a transaction. If you don’t need it anymore, you can hide it. When you hide an item, it’s removed from the list but not from your books. Once the item is hidden, you can clear the Item is inactive checkbox to unhide it at any time.

If it is, unhide the parent item or remove the connection between the parent item and sub-item. You can select the Include inactive checkbox on your item list to show hidden items. You can’t delete more than one item at once. If you delete an item by mistake, you must immediately go to Edit and select Undo Delete.

Assembly items are not supported in QuickBooks Pro. You can view and edit inventory assembly items and the transactions that use them in any QuickBooks edition. For more info about inventory assembly items, check out Create, build, and work with inventory assembly items.

When you use a Discount or Payment item on an invoice, the amount will be negative. In QuickBooks for Windows you can also enter a negative rate to cause a negative amount to appear.

If you have created a Discount item by mistake, the best solution is to delete the Discount item and create a new item with a different type. You can’t use discount items on purchase orders or bills because they are intended for sales transactions. For example, QuickBooks calculates discounts only on the line above the discount item.

You can discount the subtotal with a flat rate or a percentage. Price levels let you set custom pricing for certain customers or jobs. Once you create a price level and associate it with one or more customers or jobs, QuickBooks automatically pulls up the correct custom price for a customer or job each time you create a sale invoice, sales receipt, sales order or credit memo for those customers or jobs.

No, a price change only affects new transactions. Need to make changes or updates to your accounts or subscriptions? Visit the Account Management Page. QuickBooksHelp Intuit. Add items Item Types Here’s a list to help you decide what type of items to add. Service A service you provide to a customer. You can create services charged by the job or by the hour. Inventory Part A product you buy to sell. Non-Inventory Part A product you: Purchase but don’t sell.

Sell, but don’t purchase. Purchase and sell, but don’t stock or track as inventory. Other Charge Used for shipping charges, markups, or other line items that appear on your invoices. Subtotal An item that adds up the items before it in invoices and other sales transactions.

You can subtotal Quantity, Price, Cost, and numeric custom columns. Group You can use a group item to put multiple items together. For example, if you often have a shipping charge with another charge, you can create a group item with those two items.

Assembly An assembly is a product you put together from other parts and track in inventory. Only Premier and Enterprise editions have assemblies. Here are the item types that perform calculations. Discount A discount reduces the price of specific items by a percentage or flat rate.

You can have more than one discount item for different discounts you offer. For example, a discount for wholesale customers and one for volume purchases. Check out Use discount and subtotal items on an Invoice for more info. Payment If you receive a total or partial payment as a deposit, you can list it as a line item on an invoice with this item type. Sales Tax Item If you charge sales tax, you can create sales tax items for each sales tax you charge.

Sales Tax Group This is for multiple sales taxes that make up one larger sales tax. For example, you charge a sales tax that is the total of a state, county, and city sales tax.

Create an item. Add an item as you need it You can create an item without leaving the Invoice or any sales form. Option 2: Import the items. Go to File , and select Import then select Items. Enter all the required information. Make sure the Import checkbox is selected for the items you want to import. Select Import. Update item information After you create an item, you can edit information about it at any time. Double-click the item you want to change. Edit the info for the item.

Select OK. Change item type You can change an item’s type if the item is an inventory windows only , non-inventory, or other charge item. Select Type , then select the new item type. Duplicate an item You may need to create similar items. Select the item you want to copy. Update the item name and details. Remember, two items can’t have the same name. Combine two items If you mistakenly entered the same item twice but with a different name, you can merge them so that all of your transactions are associated only with one item name.

Hide an item QuickBooks won’t let you delete an item if it’s ever been used in a transaction. Double-click the item you want to hide. Select Item is inactive for Windows or Inactive for Mac. Select the item you want to delete.

Go to Edit, and select Delete Item. How many items can I set up in QuickBooks? QuickBooks Enterprise Solutions: can handle an unlimited number of items. How many characters can I use for the item name? You can use up to 31 characters for each item name. How many items can I use in a group? How many items can be added to an assembly item? Why do items appear with a negative amount on my invoice?