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userbookkeeper
February 16, 2021
Question

How do I delete all of the recurring transactions that appeared when I migrated from Desktop to Online?

  • February 16, 2021
  • 2 replies
  • 0 views
Original commenter did not share additional details

2 replies

J
JamesDuanT
February 16, 2021

Let's see what we can do about this, userbookkeeper.

 

Once we migrate your data from QuickBooks Desktop to QuickBooks Online, we cannot delete recurring transactions and templates in bulk. We'll have to do it one at a time.

  1. Open the transaction that you want to delete.
  2. Click More at the bottom and select Delete.
  3. Select Yes to confirm the action.

To delete the recurring templates, you can follow these steps:

  1. Click the Gear icon in the upper-right corner and select Recurring transactions.
  2. Look for the recurring template that you want to delete.
  3. Click the drop-down arrow next to Edit or Use.
  4. Select Delete and Yes to confirm the action.

You can also use this link for reference when managing recurring templates: Create recurring transactions in QuickBooks Online.

 

Keep us posted if you need anything else. Have a great day!

T
TekyBookkeper82
April 22, 2021

Can you not delete multiple recurring transactions at once? I'm cleaning up from a previous bookkeeper and they made EVERYTHING a recurring transaction... I need to delete like 200 of them... 

MJoy_D
MJoy_D
April 22, 2021

I can help you with deleting those recurring transactions, @TekyBookkeper82.

 

You can delete your recurring transactions by clicking the Edit dropdown under the Action column. However, you'll need to do it one by one. 

 

Check the steps below:

 

  1. Go to the Gear icon ⚙️ and choose Recurring Transactions.
  2. Click the Edit dropdown under the Actions column of the template that you're trying to delete. 
  3. Select Delete and then Yes to confirm the deletion. 

 

See this article for more information about your list of recurring transactions: Review your recurring transactions in QuickBooks Online.

 

A feature to delete all those recurring transactions at once will surely save your time. I'll surely take note of this. Our developers might introduce this feature in the future. For now, I suggest checking out our QuickBooks Blog for updates on the program.

 

Here are some video tutorials that can help you with your QuickBooks Online: Video tutorials for QuickBooks Online. 

 

Let me know if you need further help about deleting those recurring transactions and or anything else by leaving a reply below. Take care and have a great rest of the day!

V
ValerieFSS
June 29, 2022

Has this been made available yet?  I have 600 recurring transactions to delete.  I do not want to do this one by one.

JessT
JessT
June 29, 2022

Hi Valerie,

 

With many recurring transactions, an option to delete them in bulk can really help you.

 

As of the moment, the said option is not available in QBO, and I encourage you to vote on the existing feedback. This way, our product engineers will know that many users want such a feature.

 

You can comment on this thread if there's anything else you need. Take care and have a good one.

J
jayBFCMA
April 12, 2023

Any update on this feature?

 

My additional question would be if we are ale to do a bulk delete of recurring transactions using the QBO API?

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