Do you know you can delete 3000 QuickBooks Online transactions in a single click? Deleting multiple QuickBooks Online transactions in bulk has never been so easy! All you need to do is follow a few simple tips to perform the task.
Please keep on reading to know more about this process in details
Table of Contents
- How to Delete Multiple Transactions in QuickBooks Online?
- How to Delete Bulk QuickBooks Transactions Associated by Uploaded Files?
- How to Delete Multiple Transactions in QuickBooks Online Entered Manually?
- What are the Limitations?
- FAQs
How to Delete Multiple Transactions in QuickBooks Online?
There are two methods available to delete multiple QuickBooks Online transactions using the SaasAnt Transactions (Online) application-
- Transactions associated with Uploaded Files
- Transactions in QuickBooks Online
Now, let us see step-by-step guides on how each process works. It will help you to select the best method for your concern.
1) How to Delete Bulk QuickBooks Transactions Associated by Uploaded Files?
It is recommended to search and transactions associated with files that were uploaded through SaasAnt Transactions (Online). This process will save your time and effort and reduce chances of uploading incorrect data.
Navigate to the "Delete" Screen using the "DELETE" menu and follow the below instructions carefully.
- Select "Already Imported Files" Option in the delete screen
- Choose the appropriate Date Range using the calendar
- Select the Search Button
- You will get the search results based on the given date range
- Choose the file
- Select the transactions
- Click the Delete Button to delete the selected transactions. Selected transactions will be deleted from QuickBooks Online.
- The deleted transactions will be displayed after the successful deletion
2) How to Delete Multiple Transactions in QuickBooks Online Entered Manually?
If you would like to delete the transactions created manually or by other sources in QuickBooks Online, then you can follow the below instructions to delete those transactions.
- Select "QuickBooks Online (Real-Time)" Option in the delete screen
- Select the QuickBooks Transaction Entity Type (Entity). Ex: Invoice, Bill, Payment
- Choose the particular data type you intend to delete
Search Criteria
- Search By Created Date: Transaction or List Entity Creation Date ( The date when the transaction has been created in QuickBooks)
- Search By Transaction Date: Date at which the transaction happened. Ex: Invoice Date, Bill Date
- Search By Last Updated Date: Date at which the Transaction or List Entity has been modified or updated in QuickBooks
- Select the appropriate Date Range using calendar
- Click on the Search Button
- You will get the search results based on the given date range
- Select the transactions
- Click the Delete Button to delete the selected transactions. Selected transactions will be deleted from QuickBooks Online.
- The deleted transactions will be displayed after the successful deletion
What are the Limitations?
Transactions that are imported via QuickBooks Bank or Paypal Integrations can not be deleted via SaasAnt Transactions (Online) since the transactions are reconciled with the Bank/Checking account. Once the particular transactions are deleted, it cannot be retrieved back. It will get deleted from the QuickBooks online permanently.
Workaround : If transactions are unreconciled or unmatched from the Bank/Checking Acc from QB, then those transactions can be deleted.
Special Note: Before deletion, make sure to have the original file. If you have accidentally deleted the original data, there is no chance to retrieve it back. So, we would request you to have the original data to avoid any confusion.
FAQ's
Most of us would have some questions while moving data to your QuickBooks Online. Some of them for your reference below:
I want to import Invoices with Invoice Numbers into QuickBooks from File. Is it supported?
Yes. It is supported. More Info...
Will SaasAnt Transactions (Online) support QuickBooks Multi-Line Transactions?
Yes. It will. More Info...
I made some mistakes in the mapping. Your application imported wrongly. So my QuickBooks file got corrupted. Is there any way to undo or revert?
Sometimes it happens due to the wrong mapping. It is possible to delete the entire transactions which went wrong. Our DELETE feature is the rescue. More Info...
I want to import Invoices using SKU's. Is it supported?
Yes. It is. You need to enable a couple of settings while importing. More Info...
I want to get an email for each Import. Is it possible?
Yes. It is. You need to enable a couple of settings while importing. More Info...
Are there any specific Import Settings?
Yes. We do have a couple of important settings for import. More Info...
Does SaasAnt Transactions (Online) support taxes?
Yes. It does. Tax model for U.S Companies.
I don't want to create products automatically for my invoices. I can't create products before each upload. Is it supported?
Yes. It is. You need to enable a couple of settings while importing. However. you can control this behavior. More Info...
My file has some specific date format. I don't want to change the file. Will your product support all date formats?
Yes. You can select the specific date format as per your requirement. More Info...
Do you have any sample templates?
Yes. We do have. Sample template for Imports.
What are the file types supported by SaasAnt Transactions (Online)?
SaasAnt Transactions (Online) supports txt, csv, xls, xlsx files.
How do I report the issues if I am stuck?
Feel free to drop an email to support@saasant.com