rupinderkaur
Level 3

Banking

Hi @SVOhio 
Hope you are doinf well...!

Delete Transactions

  • Launch QuickBooks.
  • Click "Lists" in the main menu bar and then select "Chart of Accounts" from the pull-down menu.
  • Click to open the account that contains the transactions you want to delete.
  • Scroll to the transaction in the account screen. QuickBooks displays transactions in date order, with the most recent at the top of the screen.
  • Click to select the transaction you want to remove.
  • Click "Edit" in the main menu and then click "Delete."
  • Click "OK" to confirm that you want to delete the transaction.
  • Repeat this procedure for each transaction you want to delete.

Void Transactions

  • Click "Lists" in the main menu bar and then select "Chart of Accounts."
  • Click to open the account with the transactions you want to void.
  • Select the transaction. Click "Edit" in the main menu and then click "Void."
  • Click "Save and Close" to save the voided transaction.
  • Repeat this procedure for each transaction you want to void.

Clear Old Transactions With the Condense Data Tool

  • Click "File" in the main menu bar.
  • Select "Utilities" followed by "Condense Data."
  • Click to enable the "Transactions before a specific date" radio button in the Condense Data window.
  • Enter your preferred date in the "Remove transactions before" field.
  • Click the "Next" button and then click "Begin Condense" to complete the procedure.

For further assistance, Call Sagenext Customer support: +1-855-922-7243

Regards
Rupinder Kaur