What does this article help you do?

This guide shows how to bulk delete credit card credits from QuickBooks Online using SaasAnt Transactions Online, so you can clean up issues like duplicate credits, credits created by mistake, wrong amounts, wrong dates, or credits posted to the wrong credit card account, without deleting them one by one.

Why use SaasAnt for deleting credit card credits?

SaasAnt Transactions Online lets you search with filters, review the matching credit card credits, take a backup, and delete multiple records in a few clicks.

What should you have before you start?

You need:

• SaasAnt Transactions Online installed from the QuickBooks App Store (30 day trial available)

• A QuickBooks Online company connected to SaasAnt Transactions Online

How do you bulk delete credit card credits using SaasAnt?

Step 1: How do you open SaasAnt Transactions Online?

• Open the QuickBooks App Store

• Install SaasAnt Transactions Online and connect your QuickBooks Online company

• Launch SaasAnt Transactions Online

Step 2: Where do you start the delete flow?

• From the SaasAnt dashboard, select Delete

• On the setup screen, select Ready to clean up

Step 3: Which delete method should you choose?

Choose one:

• Delete by Reference: Use this when you already know the exact credit reference values you want to delete.

• Delete by Searching: Use this when you want to find credit card credits using filters (example: duplicates by amount or date).

Select your method, then select Next.

Step 4: How do you set credit card credits type and date filters?

Set Transaction Type to Credit Card Credits

Choose the Date Type you want to filter by:

• Created Date: When the credit card credit was first created in QuickBooks

• Transaction Date: The credit date shown on the transaction

• Last Updated Date: When the credit card credit was last edited in QuickBooks

Enter the date range

Step 5: How do you narrow results using filters?

Select Customize

Apply the filters you need, such as:

• Total Amount (from - to): Use this to find credit card credits within a specific amount range, especially when duplicates share the same value.

• Reference No: Use this to locate credit card credits by reference value when you already have it.

• Detailed Report [Multi Lines]: Turn this on when you want to review line level details, especially when the credit has multiple lines or split categorization.

Select Search to load matching credit card credits

Step 6: How do you review, backup, and delete?

• Review the search results carefully

• Select the credit card credits you want to delete

• Download a backup (CSV or Excel) before deleting

• Select Delete

• Confirm the delete in the pop-up

Important: Deleting is not reversible. Always take the backup first, and delete in smaller batches if you are removing a large volume.

Step 7: Where do you see the deletion summary?

After deletion, SaasAnt shows a Deletion Summary. This summary is available to download for up to 2 days and can be used for records and audit tracking.

Troubleshooting

What if no credit card credits show up after search?

Check these:

• Confirm Date Type and date range match when the credits were created or edited

• Remove filters one by one (reference no, total amount range) to broaden the search

What if delete fails for some credit card credits?

Common reasons:

• Some credits may be restricted by QuickBooks based on how they are linked or recorded

• Try deleting a smaller selection to identify which specific credits are failing, then review those credits inside QuickBooks Online.

What if you deleted the wrong credit card credits?

You cannot undo a delete in QuickBooks Online. Use your SaasAnt backup file to re-create the credit card credits if needed, or restore using your own backup process if available.