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Marufa0013
Marufa0013
March 11, 2020
Solved

Multiple journal entries in a single journal entry

  • March 11, 2020
  • 1 reply
  • 0 views

Hi. There is one journal entry in client's quickbooks. Some entries are to be deleted, so how can I do that? If  I delete some entries in credit/debit side, then there will be imbalance (unequal debit credit balance). At this moment, the journal cannot be reveresed because some bills are paid and matched with banking transactions. Some are already reconciled. There are 24 entries all together. What to do? How to clean up ?

Best answer by Rea_M

Hello there, Marufa0013.

 

I'm here to ensure you're able to delete some entries in your journal entry and balance its amounts. This way, you'll be able to keep your client's books accurate.

 

When you delete a line in the journal entry, you'll have to edit the matching line with the correct amount. This ensures the total amount is match.

  1. Go to the Gear icon.
  2. Select Chart of Accounts.
  3. Locate the account that has the journal entry transaction.
  4. Click View register under the Action column.
  5. Select the Funnel icon, then select Journal Entry in the Transaction Type section.
  6. Click the journal entry, then select Edit.
  7. Select the Delete icon to remove an entry.
  8. Locate the matching line, then edit the amount.
  9. Once the Debit and Credit column amounts match, click Save.

 

After that, you can pull up a financial report in the Reports menu to check your client's business aspect. For the detailed steps, kindly refer to this article: Run reports in QuickBooks Online. It also contains links about how you can memorize and customize your reports.

 

Please let me know if you have other concerns. I'm just around to help.

1 reply

Fiat Lux - ASIA
Fiat Lux - ASIA
March 11, 2020

Utilize a 3rd party deleter tool to minimize the risk

https://transactionpro.grsm.io/qbo

 

Hope it helps

R
Rea_MAnswer
March 11, 2020

Hello there, Marufa0013.

 

I'm here to ensure you're able to delete some entries in your journal entry and balance its amounts. This way, you'll be able to keep your client's books accurate.

 

When you delete a line in the journal entry, you'll have to edit the matching line with the correct amount. This ensures the total amount is match.

  1. Go to the Gear icon.
  2. Select Chart of Accounts.
  3. Locate the account that has the journal entry transaction.
  4. Click View register under the Action column.
  5. Select the Funnel icon, then select Journal Entry in the Transaction Type section.
  6. Click the journal entry, then select Edit.
  7. Select the Delete icon to remove an entry.
  8. Locate the matching line, then edit the amount.
  9. Once the Debit and Credit column amounts match, click Save.

 

After that, you can pull up a financial report in the Reports menu to check your client's business aspect. For the detailed steps, kindly refer to this article: Run reports in QuickBooks Online. It also contains links about how you can memorize and customize your reports.

 

Please let me know if you have other concerns. I'm just around to help.

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