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Suncoast57
July 10, 2024
Question

Inactive Contractor Payments Auto-Deleted in Bank Transactions

  • July 10, 2024
  • 1 reply
  • 0 views

When I make a Contractor "inactive", why does Quick Books automatically delete all of their Contractor Payments from the Bank Transactions screen?

 

(I can still see the expense on the Profit & Loss Report.)

1 reply

Nicole_N
Nicole_N
July 10, 2024

Inactivating contractors in QuickBooks Online doesn't remove all their transactions and will still be available on reports, @Suncoast57. I'll share further details about it.

 

If you refer to the For Review tab on the bank transactions page, it doesn't automatically remove transactions. Transactions will disappear from the page when excluded, matched, or added. 

 

When you inactivate a contractor, their transactions will remain in the bank register labeled (deleted). We can verify it by going to the page. Here's how:

 

  1. Open your QBO account and go to the Transactions menu.
  2. From the Bank transactions screen, click Go to bank register.
  3. Select your bank from the dropdown.
  4. Locate the contractor payments or the deleted transactions. 

 

From there, you can still see the deleted transactions and edit them. 

 

Moreover, you may visit this article to learn more about setting up a Direct Deposit (DD) and other related topics: Contractor direct deposit. Paying your contractor via DD makes your work a faster and more efficient way of paying them instead of cash or check. 


The Community team is always around to help if you have additional questions about managing your bank transactions.

S
Suncoast57Author
July 10, 2024

Nicole, thanks for your reply.  I had already Categorized the Contractor Payments months prior to making the Contractor "Inactive" so, their payments weren't still in the "For Review" screen.  All of those payments were under Categorized when they transferred to being "Deleted" and I found them later in the Bank Register.

Why are they deleted at all? Why is this necessary?

Candice C
Candice C
July 10, 2024

Hey there, @Suncoast57. 

 

I appreciate you coming back and giving additional details on this matter. 

 

To be sure of how this could have happened in your QuickBooks Online, I recommend contacting our Customer Support Team for further assistance. They'll be able to use a screen share tool to review your account with you. Here's how: 

 

  1. Go to the Help icon in the top right-hand corner. 
  2. Press the Contact Us button. 
  3. Enter your question and hit Let's talk. 
  4. Scroll down and choose to Get a callback. 

 

Keep us updated on how the call goes. I'm only a post away if you need me. Take care! 

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