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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