Skip to main content
C
CarBot44
February 4, 2020
Question

Uncleared Transactions

  • February 4, 2020
  • 1 reply
  • 0 views

I am assisting in cleaning up a set of books and I have many uncleared transactions due to the original transaction incorrectly being recorded, I have to re-enter properly and delete the incorrect one, the amounts did not vary.  Also nothing had been reconciled from the beginning in 2018 when the account was opened so, the accountant did a entry to Shareholder at the end of 2018, bank balances did not match when I commenced 2019 Reconcilation. I called QBO agent talk me through a Opening Equity Balance however that just increased my running register balance. My bank rec balances match the actual bank statements. Reconcilation Report balances do not match the GL

Questions

1. Is there a quick way to clear out all Uncleared items ?

2. Or can I create anther bank account and move all the 2018 so that they are not effecting the cleanup co

 

1 reply

J
JamesM
February 4, 2020

Hi there, 

 

Glad to have you back in the Community. I'd be happy to help answer questions about clearing transactions in QB Online. 

 

At this time, there isn't an option to batch delete transactions in QBO, you'll have to manually delete each individual transactions. 

 

To do this, please follow these steps:

  1. Go to Sales tab and choose Customers.
  2. Click on the customer's name.
  3. On the Transaction List, open the payment you've processed.
  4. At the bottom part, click on More and select Delete.
  5. Hit Yes to confirm.

Check this article for more details: Void or delete transactions in QuickBooks Online. In case you have further questions, don't hesitate to reach out to our support team using this link. 

 

 

Terms & ConditionsAccessibility statement