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May 19, 2022
Question

Please how can I delete figures permanently in such a way that it will not appear again under business overview menu after deleting?

  • May 19, 2022
  • 1 reply
  • 0 views
How to delete figures permanently

1 reply

RenjolynC
May 19, 2022

Thanks for reaching out to us in the Community, aderonpejamiu-gm.

 

It will be my pleasure to help you delete the figures. 

 

Deleting a transaction in QuickBooks is permanent. The transaction is completely erased from your books and it won't appear on any reports, accounts, or in your business overview. Only delete a transaction if you’re sure you don’t need a record of it.

 

Here are the steps:

 

  1. Go to Sales (Take me there) or Expenses (Take me there).
  2. Find the transaction. In the Action column, select the dropdown and then select View/Edit to open the transaction.
  3. If you want to include the date and reason you’re deleting the transaction, enter that info in the Memo or Message section. Then click Save.
  4. In the footer section, click More then select Delete.
  5. Hit Yes to confirm. Note: if you void or delete an invoice that has a payment attached to it, QuickBooks won’t delete the payment, but you’ll need to apply it to a different invoice.
     

In case you want to recover some details of the transaction you've deleted, you can run the Audit log report. However, you can't recover the whole transaction. 

 

To access the Audit log report, here's how:

 

  1. Go to the Gear > Audit Log.
  2. Select the appropriate user and date. Then choose Deleted/Voided transactions from the Events drop-down menu.
  3. Locate the deleted transaction. (Tip: To easily find deleted transactions, use the browser search Ctrl + F and type "deleted").
  4. Under the History column, select View.
  5. All the information needed for the transaction can be found under the Event column.
  6. Using the information from the Audit log, you can re-enter the transaction with its original transaction date.

 

For more information about the process and help manage your transactions in QuickBooks, please check out these articles: 

 

 

Please keep in touch with me here if there's anything else you need aside form deleting the figures. I'm here to help you out some more.