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Monica84
September 29, 2022
Question

How do I delete a transaction on Self Employed?

  • September 29, 2022
  • 1 reply
  • 0 views

How do I delete a transaction in self employed?

 

I have 'pots' within my actual bank account which I use to put my clients deposits and a percentage of my income for when my tax bill comes. I dont want these to be in my transactions as it just complicates things and is unecessary. At the moment they show up as transfers.... however no need as its still in same bank account!

 

How do I delete it? It will only let me exclude it but I dont want them there at all.

 

Thank you

1 reply

G
GeorgiaC
September 29, 2022

Hi Monica84, it is only possible to exclude transactions that have been downloaded through a live bank feed in QB Self-Employed - please note that excluding the transaction has the same effects as deleting a transaction (i.e. it will not post in QB and will not feed into any reports) but the record will still be visible. If you would prefer, you can disconnect your bank feed and import a CSV of the transactions instead, with these pots already removed. 

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