- go to the Banking menu.
- Select the correct account.
- Go to the For Review tab then mark the items you’re deleting.
- Click the Batch actions button.
- Choose Exclude Selected.
- Once done, go to the Excluded tab.
- Mark the transactions again then click the Batch actions button.
- Click Delete.
For the invoices, go to the desktop version of QuickBooks. Select and hold down CTRL key for Windows or Mac users. The cursor will change to a crosshair. Drag it over multiple items you wish to delete until your selection is complete. Right-click each line you’ve selected and choose Delete from the menu that appears. You can also highlight them one at the time – just right-click on each invoice individually and then choose Delete from the dropdown menu, or use CTRL+A (Mac) or SHIFT+CTRL+A (Windows).
Click here for more info about how to delete invoices in QuickBooks.
How do I delete multiple items in QuickBooks Online (QBO)?
For the invoices, go to QuickBooks online and select a list of invoices by selecting them one at a time or using CTRL+A (Windows) or Command-A (Mac). Once you’re on that list page, right-click at the top of the selected items. The first item in each group will have a little checkmark next to it; right-click there for an option that says “Delete”. This will delete all the highlighted items in your QuickBooks Online company file. Note: This cannot be undone! Click here for more info about how to delete invoices in QuickBooks Online.
For credit cards, contact cards, and other items, select them one at a time or use CTRL+A (Windows) or Command-A (Mac). If the items are not grouped in any way, select them all in one go by pressing CTRL+A (Windows) or Command-A (Mac), which will highlight all of them. Then right-click on any line you’ve selected and choose Delete from the dropdown menu. You can also press CTRL+SHIFT+D (Windows) or Command-Shift-D(Mac).
How to Delete Customers in QuickBooks Desktop
To delete a whole group of items at once without selecting each item separately, use the “Select All” button.* This marks every item on your screen for deletion, so be sure to confirm that’s what you want to do before clicking it! *This is a two-step process; you will first need to select the “Select All” button. Then, in the next step, a delete button will appear you can use to actually delete all selected items.
I deleted my Company Name! Can I get it back?
To retrieve your company name, open QuickBooks and then go to Manage > Setup > Company Information > Company data > Company name. Enter the temporary company name that was on top of the original one and click Save & Close. Your original company name should reappear as intended.
What if I accidentally deleted a payee? How do I restore an old payee account from QuickBooks Desktop or Online? Once transactions have been recorded against an entity (payee) then no further changes can be made to the payee. If you wish to restore the deleted Payee Account, you may need to contact your bank or credit card company in order to remove transactions against this entity.
In QuickBooks Desktop: Open the Company file that houses the transaction under an existing Payee account. You can do so by going to File > Open and selecting the Company file from within QuickBooks (once it has been opened). Once open, go up into Tools > Accountant & Taxes . Press Reset Tax ID and fill out the fields as required. You will then be prompted with a message that says “You must save payroll items for all employees before assigning a new tax ID.” Do so if you have set up payroll in your company file. Once complete, exit the program and then reopen it. Go to Edit > Find. Type in the Payee name (which you deleted previously) that was under Accountant & Taxes, select Accountant & Taxes from the drop-down menu, and search for Payee account. Select it and click Next. Then click the Find Next button on the bottom right of the screen. Once highlighted, click Edit > Change Tax ID (if this option is available). Click OK and Save Changes at prompt.
In QuickBooks Online: Close out all open windows associated with the Company File where transactions need to be removed against an existing Payee account within QuickBooks Online via your browser settings by using CTRL+F4 or Command-W on Mac. Then log in as Admin and go to your QuickBooks Online > Settings > Edit Company Profile. Click the blue pencil to Edit Company Name or Details.
Within the new pop-up window, under the section of Accountant & Taxes, click on Reset Tax ID fill out the fields as required. You will then be prompted with a message that says “You must save payroll items for all employees before assigning a new tax ID.” Do so if you have set up payroll in your company file. Once complete, exit the program and then reopen it. Within the same pop-up window, click on Find Payee, search Search for payee name (which you deleted previously), select Accountant & Taxes from the drop-down menu, and search for Payee account. Select it and click Next. Then click the Find Next button on the bottom right of the screen. Once highlighted, click Edit > Change Tax ID (if this option is available). Click OK and Save Changes at prompt.
How do I take a loan out for my business in QuickBooks Desktop? To be able to take loans out in your company file using QuickBooks Desktop: You must first create the Loan Account type in your company file Open the Company File from within QuickBooks Go to Tools > Customize > Accounting. Press CREATE ACCOUNT TYPE then select Loan Account and press NEXT In the Product Name field, type LOAN Type What will be used For as Description.
1. Go to the Banking menu.
2. Select the correct account.
3. Go to the For Review tab then mark the items you’re deleting.
4. Click the Batch actions button.
5. Choose Exclude Selected.
6. e-transactions again then click the Batch actions button.
7. Click Delete.
Select “New” and choose the “Inventory Part” option from the list. Choose the item you wish to delete from your list and press “Remove.” Keep in mind that when using this function, all items will be deleted permanently if a mistake is made.
Click on the tab labeled “Display,” where you can choose an appropriate date range for your report before clicking “Save.”
Edit a list at any time by clicking the Add/Edit Multiple Entries <br>Select the list from the top menu bar through the drop-down arrow.Commence editing in any field to manipulate values.