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Hi, i want to delete all transactions what i have imported by invoices in "import data" So, what should I do now? Please help me Thanks for your helping!
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Hello, crystal-exporthe.
I have the steps you need to help you delete those imported invoices easily.
We'll want to delete those imported invoices in batch from the Invoices page. This should let us remove them easily. I'll also point out that we'll want to review the invoices beforehand and avoid selecting those you don't want to be deleted.
So, here's how we can delete those imported invoices:
- Go to the Sales menu.
- Click the Invoice tab.
- On the leftmost column, check the box for the invoices you want to delete.
- Click the Batch actions button.
- Select Delete.
We can make corrections on your CSV file after deleting. Then, re-imported those corrected invoices when ready.
In case you need some help in moving your data, I'll add this article: Import data from other software into QuickBooks Online.
Do you need help recording your invoice payments? Here's an article to guide you through the steps: Record invoice payments in QuickBooks Online.
When you're ready to take a look at your business health and see how much you've made, we can run a variety of reports in QuickBooks. Here's an article to help you get started: Run reports in QuickBooks Online.
You're more than welcome to drop by here if you have more concerns regarding your imported data or your invoices. Need to take care of other things like running reports or managing your taxes? Let me know and I'll be more than happy to help.