Have you been searching for ways to delete multiple transactions in QuickBooks Desktop? You may find it difficult to delete all the incorrect transactions individually, as it consumes much time and effort. Fortunately, there are simple processes through which you can erase faulty transaction data effectively and easily.
You can use the Batch Delete/ Void Transactions Utility (BDT) to effortlessly remove multiple transactions at once. This powerful feature is now available in several QuickBooks editions. Moreover, you can print a copy of all the deleted transactions through this utility.
Let’s go deep into the article to learn all the processes through which we can effectively remove all the multiple transactions in QuickBooks.
Know This Before Removing Multiple Transactions in QB
You can use Batch Delete/ Void Transactions Utility (BDT) to swiftly delete or void multiple transactions in QuickBooks. This utility is available in the following QuickBooks versions:
- QuickBooks Desktop Accountant (2018 and Later Versions)
- QuickBooks Enterprise and Enterprise 18.0 and Later Versions
Now, you should read all the important points about BDT that will help you operate it easily.
1. Essential Points You Need to Know Before Running BDT
The following points describe all the important details about BDT that you must know before using it:
1. You must utilize the admin or external accountant user account when running QB Desktop.
2. This tool does not function for multi-currency transactions.
3. You need to understand the following terms that are used in BDT:
- Delete: You should use this option if you want to permanently remove the transaction. This option can be used for duplicate entries that haven’t affected other accounts. However, you should be cautious while using this option because the deleted transactions cannot be recovered.
- Void: You can use this option to keep a record of the original transaction while indicating that it is no longer correct. This option is useful for those transactions that have already affected other accounts.
4. You won’t be able to delete or void the following transactions through BDT:
- Payroll payments
- Sales tax payments
- Invoices that contain reimbursed expenses, mileage, items, etc.
- Online bill payments
- Payroll liability cheques
- Invoices with bailable time and costs
- Transactions in a closed period
- Credit card entries
You can remove all these transactions through the manual process described in a later section of this blog. Now, you should move to the following section to learn how you can run BDT to erase multiple transactions in QB.
2. Discover Steps to Delete Multiple Transactions in QuickBooks
Before using BDT, you must save a backup company file on your system. This will ensure that a separate copy of the transaction data remains available on your computer.
You can use the following steps to remove multiple transactions in QB Desktop using BDT:
- Open QB Desktop and choose File, after which you must tap Switch to Single-User Mode. If you find the Switch to Multi-User Mode option, you must not choose it.
- After that, access the Accountant menu and choose the Batch Delete/Void Transactions option.
- Now, you can choose the transactions that you need to delete or void from the available list.
- Next, click the Back Up & Delete option or the Back Up & Void option. Alternatively, you can tap the Delete Only or Void Only options.
- Tap the Yes button for confirmation, and all the selected transactions will be erased successfully.
- Finally, you can also click the View Deleted/Voided Transaction Report option to print a copy of all the deleted or voided transactions.
The following section explores different options available in BDT that you can utilize when erasing multiple transactions in QB.
3. Additional Options That You Can Use in BDT
The following points mention additional options that can help you when removing Delete Multiple Transactions in QuickBooks Desktop using BDT:
- You can sort the transaction list alphabetically, by date, or by numbers using different headers shown on the window.
- It is possible to choose the transaction type that you want to delete or void using BDT.
- You can also view linked or voided transactions in BDT.
- Let’s jump to the following section to learn the manual process of deleting individual transactions in QuickBooks.
4. Learn Valid Steps to Delete Transactions Individually in QB
As stated earlier, some transactions cannot be deleted or voided using BDT. You need to delete those transactions individually using the following steps:
- Find the appropriate transaction in the required register (e.g., credit card, bill payments, etc.).
- After that, right-click the transaction icon and choose Edit.
- Tap the Delete option and click the Yes button to confirm the deletion of the selected transaction.
Now, go to the next section to learn how you can erase multiple transactions from the QB Desktop bank feed.
5. Easy Steps to Erase Multiple Transactions From QB Bank Feed
You can remove multiple transactions from the QB Desktop bank feed to ensure that they don’t appear when you download a statement. Here are the steps that you need to follow:
- Open QB Desktop and go to the Edit menu to choose Preferences.
- Next, click the Checking tab to tap the Company Preferences option.
- After that, choose the Classic Mode option shown in the Bank Feeds section.
- Tap OK and access the Banking menu.
- Now, tap the Bank Feeds icon and click the Bank Feeds Center option.
- After that, choose the statement available in the Items Received From Financial Institution section.
- Next, tap View and match the relevant transactions.
- At this point, tap the Done button and click the Yes option in the Not Finished Matching window.
- Now, go to the Items Received From Financial Institution section to choose the same statement.
- Finally, remove the selected transaction by clicking the Delete button.
Final Words
In this extensive blog, we have covered all the appropriate information needed to delete multiple transactions in QuickBooks Desktop. We expect that you were successful in removing all the multiple transactions using the relevant steps. If, however, you cannot remove certain transactions or if you want further help, reach out to our A2AutoCare experts.
Frequently Asked Questions (FAQs)
1. How can I erase multiple transactions in QuickBooks?
You need to use the Batch Delete/ Void Transaction Utility (BDT) to erase multiple transactions in QB Desktop. You can also print a copy of deleted or voided transactions through this utility.
2. What is the difference between deleted or voided transactions in QuickBooks?
The term ‘Deleted Transaction’ indicates that the transaction has been permanently removed from QB Desktop. On the other hand, the term ‘Voided Transaction’ means the transaction is kept in QB Desktop while indicating that it is not valid.
3. Can I erase duplicate transactions from the QB Desktop bank feed?
Yes, you can remove duplicate transactions from the QB Desktop bank feed. It will ensure that duplicate transactions don’t appear when you download a statement.
Gabby Taylor, combines financial expertise with literary prowess. With over a decade in finance, she crafts insightful narratives on navigating fiscal complexities