How to Delete a Transfer of Funds in QuickBooks?

by James Antonio

Have you always wondered how to manage the transfer of funds and how to delete a Transfer of Funds in QuickBooks?

Delete a Transfer of Funds in QuickBooks

An efficient accounting software such as QuickBooks follows certain strict steps when it comes to the transfer of funds and deleting those transactions in it. If you lack the knowledge or don’t know the steps to delete the transfer of particular funds in QuickBooks, then this write-up is for you.

Read on to know more.

What is Deleting a Transfer of Particular Funds in QuickBooks?

It is a given fact that there is no versatile accounting software like QuickBooks. Be it the functionality or its approach, there is no comparison for it. Along with its all-time support and its multi-functionality, QuickBooks has made management, transfer, and deleting of funds plus transactions easy as a cake.

In tune with this, when you are working in QuickBooks with some credentials, you cannot give access to other people with the same login data.

Although, it is agreeable that if you are a new user, you may experience some problems while using the program. How to delete a transfer of particular funds in QuickBooks is one such problem.

Here are some possible scenarios where a QuickBooks user may need to delete a transfer of funds in QuickBooks:

  • The same Transfer Recorded twice.
  • Funds have been Transferred into a different account.
  • The entry has been Recorded with Incorrect figures.

Why user need to Delete a Transfer of Particular funds in QuickBooks?

Keeping a record of transactions in businesses is imperative. Everyday something or the other happens that can have a different impact later on, like invoices or orders.

Say, for instance, credit card payments did not go through, or worse, customer check has bounced. Also, it may happen that the shipments you got from vendors do not work the way you expected them to be, in other words, they are defective. In such cases, QuickBooks enables you to delete or void transactions, and thus assists you to keep your accounting books error-free.

Steps to Delete a Transfer of Particular Funds in QuickBooks

A user may have his/her reasons to delete a transfer of funds in QuickBooks.

Here are the steps to delete a transfer of funds in QuickBooks:

Step 1: Open your QuickBooks account and login.

Step 2: In your particular dashboard, select Banking. You can locate this, on the top of your navigation panel.

Step 3: From the particular banking drop-down menu, select use registers.

Step 4: Make your choice from the accounts list that you have with you. Press double click on the account to locate all the transactions concerning the account.

Step 5: Find an entry that concerns to transfer of funds that you wish to delete.

Step 6: Select to edit an entry. You can check out the option from the left upper side of the screen.

Step 7: Select to delete your transfer from the particular edit panel.

Step 8: Now you will be prompted to confirm the action you just took. Select OK and then you will be able to delete the transfer of funds successfully.

How to Undo your Particular Transfer?

Often users get confused about undoing the particular transfer. In case you have commenced a transfer that you now wish to undo, the best alternative is to delete the entry, and then it delivers the same result.

How to Delete a Duplicate Transfer in QuickBooks?

In case a transaction has been entered more than once, then that may mislead significantly. The best option is to delete the duplicate entry and the problem will be solved.

Here are the steps to delete a duplicate transfer without any hassle:

Step 1: Select the banking tab.

Step 2: Select to click on the particular register button.

Step 3: Find the entry as well as the account in the account that you wish to delete.

Step 4: Press right-click on the particular transaction and select delete as displayed on the pop-up.

Step 5: Kindly confirm that you wish to delete the transactions.


Need Some one on one QuickBooks Assistance?


How to Delete a Particular Bank Transaction?

Here are the steps to delete a bank transaction:

Step 1: From the particular banking account, choose Banking.

Step 2: In the Activity tab, choose the tick box seen on the left side of the transactions that you wish to delete. Above the particular list, a toolbar appears.

Step 3: In the particular toolbar, choose the Delete option.

How to Reverse a Particular Bank Transaction?

When any transaction has been registered in financial bank reconciliation or reported on a particular VAT return, it will not be eliminated.

In order to manage the values in your bank account, supplier, or customer account, make an opposite or reverse a transaction that rightfully voids the wrong transaction.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Easy Process

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Error Free

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

On-time Support

We provide round the clock technical assistance with an assurance of resolving any issues within minimum turnaround time.

Pricing

img

Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete

img

Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

img

Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

img

Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

Get Support

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

Dancing Number

Kindly Provide The Following Information To Download The Dancing Numbers.

X





    Top