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userjclegg5002
March 8, 2021
Question

Can I delete items from the bank register that are years old?

  • March 8, 2021
  • 1 reply
  • 0 views
trying to reconcile new checking acct from 1/1/21 - 2/28/21 and items appear from 2017 thru 1996. need them out

1 reply

M
mv32
March 8, 2021

Hello there, @userjclegg5002.

 

Yes, you can delete old transactions from the bank register. Please know that this can affect future balances.

 

Make sure to open QuickBooks as a master or company admin user, then locate the transaction/s to take them out from the bank register.

 

Here's how:

  1. Go to Accounting and then select Chart of accounts.
  2. Look for the bank in question, then select View register.
  3. Filter the transactions ( Reconcile Status, Transaction Type, Payee, and Date).
  4. Click the recorded transaction and then select Delete.
  5. Hit Yes to confirm the process and ensure they are taken out successfully.

 

If you have other transactions, to remove, you can follow the same steps indicated above.

 

Once completed, you're now ready to reconcile your account. You can open the thorough information from this link as your guide: Learn the reconcile workflow in QuickBooks.

 

Just in case you're getting issues with your reconciliation, you can check out the instructions under the Fix issues during a reconciliation in QuickBooks Online article reference in fixing the errors.

 

Keep me notified if you have other concerns in deleting and reconciling transactions in the bank register. I'll look forward to your response. Stay safe and well!

U
userjclegg5002Author
March 16, 2021

This solution works if you have a few transactions to delete but for some reason I have hundreds of older transactions dating back to 1994. Is there a way to delete them all at once.

If not can I delete this account and add it back to the accounts as a new bank?

M
Mich_S
March 16, 2021

Hi there,@userjclegg5002.

 

Thank you for keeping us updated. Let me assist you with your concerns about bank register transactions.

 

You can still follow the previous answer that my colleague posted. Please make sure to filter the date, so you can delete specific transactions from a long time ago.

 

Also, you have the option to deactivate an account from the bank register. This way, you can create a new one. Here's how:

 

  1. Select Accounting, then choose Chart of Account.
  2. Locate the account
  3. Select the drop-down from the View register, then select Make Inactive.

To learn more about deactivating an account, see this article: How do I delete/deactivate account from bank register.

 

You can also learn how to add an account to your chart of accounts in QuickBooks Online. This will help you manage your account and transactions in the future.

 

 

Please let me know if I can be of any additional assistance. Have a good one and stay safe!

 

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