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Replying to:
JamesDuanT
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Let's see what we can do about this, userbookkeeper.

 

Once we migrate your data from QuickBooks Desktop to QuickBooks Online, we cannot delete recurring transactions and templates in bulk. We'll have to do it one at a time.

  1. Open the transaction that you want to delete.
  2. Click More at the bottom and select Delete.
  3. Select Yes to confirm the action.

To delete the recurring templates, you can follow these steps:

  1. Click the Gear icon in the upper-right corner and select Recurring transactions.
  2. Look for the recurring template that you want to delete.
  3. Click the drop-down arrow next to Edit or Use.
  4. Select Delete and Yes to confirm the action.

You can also use this link for reference when managing recurring templates: Create recurring transactions in QuickBooks Online.

 

Keep us posted if you need anything else. Have a great day!

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