Batch Deleting of invoices (transactions) in Quickbooks Desktop

This article explains how to batch delete/archive transactions in Quickbooks Desktop. This can only be done with certain versions of Quickbooks Desktop. Versions listed below. 

Use Case:

In the rare occasion that multiple transactions or payments have been duplicated in you QB account these steps can be followed to "clean" up the duplicates. 

Tips and Best Practices 

  • The is only available in QuickBooks Desktop Accountant 2017Enterprise and Enterprise Accountant 17.0, and later versions.
  • You need to sign in as an Admin or External Accountant user.
  • Important: You can't batch delete or void the transactions below. You can still delete them individually.
    • Invoices with reimbursed expenses, times, mileage, or items
    • Invoices with billable time and costs
    • Paychecks
    • Payroll Liability Checks
    • Sales Tax Payments
    • Online Bill Payments
    • Any transaction in a closed period

    To delete them individually, open the transaction and select Edit and then Delete.

How to:

  1. Go to the File menu and select Switch to Single-user mode. If you see Switch to Multi-user mode, don't select it.
  2. Go to the Accountant menu and select Batch Delete/Void Transactions.
  3. Select the transactions you want to delete or void from the Available Transactions list.
  4. Select Review & Delete (or Review & Void).
  5. Select Back Up & Delete or Back Up & Void. You can also skip the backup and select Delete only or Void only from the dropdowns. 

User-added image

     6. Select Yes to confirm you want to delete or void the transactions.

After you delete or void the transactions, you can select View Deleted/Voided Transaction Report to print a copy of the deleted or voided transactions.

 

Video Attached.  

 

 

 

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