Skip to main content
J
JBMac
July 27, 2020
Question

Clearing historical Supplier transactions listing

  • July 27, 2020
  • 1 reply
  • 0 views

I am brand new to the QB online world, having been in Sage for 20 years, and am trying to navigate the change well.  

 

When I migrated the information, I now have a situation where all the transactions for certain suppliers show up and I don't know how to clear.  The invoice is one line, and the payment is the next line with the net result as "0" but I don't want either of these transactions showing on my current obligations list at all.  How can I clear from this list without deleting or voiding the information?

 

Thanks!

 

 

1 reply

AddieC
AddieC
July 27, 2020

Hi JBMac, 


Welcome to the QuickBooks Online family! I'm so happy to hear that you've made the switch, and you'll be incredibly happy that you've done so when you see how much time and effort you're saving with your bookkeeping. Migrating from Sage 50 means that some of your historical information may appear in QBO. I'd be happy to explain how this works and what to do.

 

Without deleting or voiding the transactions in your supplier list, there's no way to remove them. Without the ability of taking a closer look at what you see on your end, my assumption is that these transactions appear in the Supplier page and you no longer wish to see them there. This may be because you already have these records stored, or because you've closed certain accounting periods. 

The method used to delete these types of transactions will require a permanent removal or void. If this isn't something you're interested in, don't worry about removing them from the account. 

 

I want to make sure you're given the best advice possible so that you can start off with QBO on the right foot. I'd recommend reaching out to our tech support team so an agent can walk you through the process of setting up your QBO account. That way, you'll be able to discuss your needs in more detail.

 

I hope this helps get you started. 

Cheers. 

Terms & ConditionsAccessibility statement