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osheagraphicdesign
January 9, 2025
Solved

Deleting transactions

  • January 9, 2025
  • 1 reply
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Hi I'm using Quikbooks self employed on my desktop. I'm not too good at all this and made a made a few mistakes. I believe I've imported some transactions twice and some I hadn't filled in correctly on my linked bank acc. I'm looking to DELETE all my transactions for the last year and half so I can re-import them correctly. I have seen I can exclude all the transactions but I still want to delete. Is this possible or do I need to start a new account? Thank you.

Best answer by JanbonN

It’s completely understandable to feel a bit overwhelmed with managing transactions, oshea. I'm here to guide you through every step of the process to remove any discrepancies.

 

There’s no need to create a new account. You can either manually exclude the bank transactions with discrepancies or delete the bank account to permanently remove all of its historical transactions and data. However, please note that deleting the account will impact your tax information, reports, charts, and other data throughout the app.

 

Here's how:

 

  1. Go to the Gear icon and select Manage accounts.
  2. Navigate to your bank and click the Trash Can icon.
  3. A prompt will appear. Please read it carefully.
  4. To proceed, enter DELETE in the designated field and click the Delete button.
  5. Then, manually import the transactions again.

 

Additionally, you can refer to this article for guidance about organizing your transactions: Categorise transactions in QuickBooks Self-Employed.

 

Please don't hesitate to reach out if you need further assistance with the deletion process, oshea. We're always here to help you in any way we can.

1 reply

J
JanbonNAnswer
January 9, 2025

It’s completely understandable to feel a bit overwhelmed with managing transactions, oshea. I'm here to guide you through every step of the process to remove any discrepancies.

 

There’s no need to create a new account. You can either manually exclude the bank transactions with discrepancies or delete the bank account to permanently remove all of its historical transactions and data. However, please note that deleting the account will impact your tax information, reports, charts, and other data throughout the app.

 

Here's how:

 

  1. Go to the Gear icon and select Manage accounts.
  2. Navigate to your bank and click the Trash Can icon.
  3. A prompt will appear. Please read it carefully.
  4. To proceed, enter DELETE in the designated field and click the Delete button.
  5. Then, manually import the transactions again.

 

Additionally, you can refer to this article for guidance about organizing your transactions: Categorise transactions in QuickBooks Self-Employed.

 

Please don't hesitate to reach out if you need further assistance with the deletion process, oshea. We're always here to help you in any way we can.

    O
    osheagraphicdesignAuthor
    January 13, 2025

    Thank you JanbonN

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