Skip to main content
December 23, 2023
Question

How can I adjust where the system automatically placed invoices into the wrong folders.

  • December 23, 2023
  • 1 reply
  • 0 views
How do i overwrite where the system placed invoices? Bills and expenses?

Is there a way I can delete the whole year and start over if need be?

1 reply

December 27, 2023

Hi marzolienterpris, 

 

Welcome to the Community. I'll be glad to share more info about using QuickBooks so you can get back to doing the things you enjoy the most. 

 

The closest automated feature to what you've described would be the using the Reclassify transactions feature. This feature allows you to change multiple transactions or move them to a different account. I encourage you to learn more about this feature using the following link: Reclassify or move multiple transactions in QuickBooks Online Accountant and Advanced. Another alternative would be searching for and using a third-party data management app on our app store www.apps.com. I recommend choosing an app that suits your business needs based on the app description and reviews. Also, are you looking to delete just the bills and expenses for the whole year? 

 

In the meantime, feel free to ask other questions. I've got your back.