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How to Delete Multiple Transactions in QuickBooks Desktop?

Learn how to delete multiple transactions in QuickBooks Desktop. To make more space or to avoid many error issues such […]


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Learn how to delete multiple transactions in QuickBooks Desktop.

To make more space or to avoid many error issues such as window corruption and freezes window, the user needs to delete all unnecessary list of transactions in bulk. QuickBooks Desktop knows how to handle entire business accountancy with all new approaches. But, you have to make sure about QuickBooks updates via avoiding all error causes issues.

Save Time, Reduce Errors, and Improve Accuracy

Dancing Numbers helps small businesses, entrepreneurs, and CPAs to do smart transferring of data to and from QuickBooks Desktop. Utilize import, export, and delete services of Dancing Numbers software.

Multiple transactions sum up of all and batch transactions in QuickBooks. Here, you get complete knowledge about how to delete all types of transactions.

Why Choose the Dancing Numbers Deleter Tool?

Dancing Numbers Deleter that helps you in deleting all the unwanted transaction data easily without wasting your time. You can delete all the transactions whether they are in multiple or single. It kept your system clean and organized as well. The tool integrates with your QuickBooks account easily and properly so that you can avail of its services and process it completely.

Delete Multiple Transactions in QuickBooks Desktop Using Dancing Numbers

Step 1- File Selection: Start by selecting your file. Either selects the desired file from the local computer folder by clicking Browse File or click View Sample File to access the Dancing Numbers sample file locally. To move, choose QuickBooks Transaction Type as Transactions and then you have to click next. Now you have to click OK on the message and then click on Next. In the next screen, you will see the File Preview, and then you have to click on Next.

Step 2- Mapping: You can configure the file columns mapping to the available QuickBooks fields. If you employ the Field Match Option or Load Map, this step will be carried out automatically for you.

Step 3- Review and Delete: In the Review Grid screen you can review your file data and before importing it into QuickBooks you can make the necessary changes.

Batch Delete or Void Transactions in QuickBooks Desktop Accountant Edition

To quickly delete or void multiple transactions at once, use the Batch Delete/Void Transactions program (BDT).

Important:

  • Only versions of QuickBooks Desktop Accountant 2018 and later, including Enterprise and Enterprise Accountant 18.0, support.
  • You must log in as an External Accountant or Admin user.
  • Multi-currency is not supported by the Batch Delete/Void Transactions tool.

Batch Delete or Void Transactions

Important: The transactions listed below cannot be canceled in a batch. You can still get rid of them separately.

  • Invoices containing reimbursable costs, mileage, or items
  • Paychecks
  • Checks for Payroll Liability
  • Billable time and expense invoices
  • Payments for Sales Tax
  • Paying bills online
  • Any deal made during a closed window
  • Open the transaction and choose Edit and then delete to remove them one at a time.
  • Select Switch to Single-user mode from the File menu. Don’t choose Switch to Multi-user Mode if it is present.
  • Then, Pick Batch Delete/Void Transactions from the Accountant menu.
  • From the Available Transactions list, choose the transactions you want to void or delete.
  • Then choose Review & Delete option (or Review & Void).
  • Choose Back Up & Void or Back Up & Delete. Additionally, you can choose from the dropdowns to Delete only or Void only and skip the backup.
Delete only or Void only
  • To remove or void the transactions, Select Yes to confirm your choice.

You can print a copy of the deleted or voided transactions by choosing View Deleted/Voided Transaction Report after you delete or invalidate the transactions.

Delete or Void Specific Transactions

Filter for Specific Transaction Types

Filter for specific transaction types
Filter for specific transaction types

Certain transaction types are voidable or deletable. Choose a transaction type from the dropdown menu for Transaction Type. You can remove or void these items by selecting them from the list. Checks for bill payments, refunds, bill credits, refund checks, and finance charges are all part of the bill option.

Show/Hide Linked or Voided Transactions

Batch Deleted Void Transactions

To see transactions connected to the specified transaction, check the Show linked transactions option (i.e. a paid invoice paid with an attached payment). These can be found in the Linked Trns column’s Available Transactions list.

Available Transactions list
Available Transactions list

To display transactions that have been designated as void, check the Show voided transactions box. These can be found in the list of Available Transactions.

Filter Transactions

Filter transactions
Filter transactions
  • Choose Enter date, Last modified date, or Transaction date from the Show transactions by dropdown to filter transactions on the Available Transactions list.
  • On the Available Transactions list, order the columns.
  • On the list of available transactions, Choose and move any column as needed. To sort the list, you can also choose the header.

Conclusion

Hopefully, your doubt is cleared with the help of this article. In this article, you will get all the mentioned steps that are helpful in solving out your issue. You must go with the method for delete multiple transactions in QuickBooks Desktop. All the unnecessary transaction data which may create a burden issue in your QuickBooks account. Due to these things, your window may freeze or corrupt. So, make sure you delete your transaction data timely and update all new configurations. I hope the above information helps you delete multiple transactions in QuickBooks Desktop.

Accounting Professionals, CPA, Enterprises, Owners
Accounting Professionals

Looking for a professional expert to get the right assistance for your problems? Here, we have a team of professional and experienced team members to fix your technical, functional, data transfer, installation, update, upgrade, or data migrations errors. We are here at Dancing Numbers available to assist you with all your queries. To fix these queries you can get in touch with us via a toll-free number
+1-800-596-0806 or chat with experts.


Frequently Asked Questions (Faqs)

What are the Features Involved in Batch Delete Transactions?

Batch delete transactions contain two important characteristics:

● Based on the date you last edited, you can filter it by date range.
● It enables quick and secure batch transaction deletion in QuickBooks Desktop.

How to Delete a Bulk of Transactions from QuickBooks Desktop?

Then, Pick Batch Delete/Void Transactions from the Accountant menu. From the Available Transactions list, Choose the transactions you want to void or remove. The Review & Delete option (or Review & Void). Choose Back Up & Void or Back Up & Delete.

How to Recode Multiple Transactions in QuickBooks?

To manually reclassify the transactions you have to follow these steps:

● Select Expenses from the left menu.
● Under Type, You have to select Filter transactions and then you have to click Apply.
● Then you have to select all transactions.
● After that, You have to locate and uncheck split expenses.
● After completing you have to go back to the Batch actions and then you have to select Categorize selected.

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

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

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

On-time Support

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

Pricing

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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

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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

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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

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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

Dancing Numbers: Case Study

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.

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