What does this article help you do?

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

Why use SaasAnt for deleting vendor credits?

SaasAnt Transactions Online lets you search with filters, review the matching vendor credits, take a backup, and delete multiple vendor credits 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 vendor credits in 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 vendor credit numbers or reference values you want to delete.

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

Select your method, then select Next.

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

Set Transaction Type to Vendor Credits

Choose the date type you want to filter by:

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

• Transaction Date: The vendor credit date shown on the transaction

• Last Updated Date: When the vendor 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 Amount to Amount): Use this to target vendor credits within a specific total range (example: credits between 100 and 500).

• Vendor: Use this to pull vendor credits for a specific vendor, especially when duplicates exist for the same supplier.

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

• Detailed Report [Multi Lines]: Turn this on when you want to review line-level details for each vendor credit, especially when credits have multiple item or category lines.

Select Search to load matching vendor credits

Step 6: How do you review, back up, and delete?

Review the search results carefully

• Select the vendor 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 vendor credits show up after the search?

Check these:

• Confirm that the date type and date range match when the vendor credits were created or edited

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

What if the delete fails for some vendor credits?

Common reasons:

• The vendor credit is restricted by QuickBooks due to how it is linked or recorded

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

What if the vendor credit is applied to a bill or used in bill payment?

• If a vendor credit is already applied, QuickBooks may block deletion until it is unapplied.

• Open the vendor credit in QuickBooks Online and remove the applied usage, then try the delete again from SaasAnt.

What if you deleted the wrong vendor credits?

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