- Go to the Accounting menu.
- In the Chart of Accounts tab, find the account you want to make inactive. You can utilize the search box to easily find the account.
- Once you find the account, click the drop-down arrow under the Action column.
- Then, select Make inactive.
How do I Delete something from QuickBooks Online?
- Log in to your QuickBooks Online account.
- The next screen will provide a summary of the items to be deleted.
- Type in and enter YES.
- Once the data gets deleted, click OK.
- Select Wipe Data.
- Once done, you'll be rerouted to your home page.
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How do I Delete a personal expense in QuickBooks?
- Go to Bookkeeping, select Transactions, then select Expenses (Take me there).
- Find the expense you want to delete.
- Select View/Edit ▼ dropdown in the Action column, then select Delete.
- Select Yes to confirm that you want to delete the transaction.
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Should I void or Delete an expense in QuickBooks?
Only delete a transaction if you're sure you don't need a record of it. For good bookkeeping, it's better to void a transaction, when you can, rather than delete it so you keep a record of the transaction. You can delete all transaction types in QuickBooks, but you can only void certain transaction types.
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How do I Delete expense categories in QuickBooks?
- Go to the Accounting menu.
- In the Chart of Accounts tab, find the account you want to make inactive. You can utilize the search box to easily find the account.
- Once you find the account, click the drop-down arrow under the Action column.
- Then, select Make inactive.
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How do I edit categories for expenses in QuickBooks online?
- Sign in to your QuickBooks Online (QBO) account.
- Click Accounting in the left panel and choose Chart of Accounts.
- Select New.
- Choose a Category/Account type (Expenses or Other Expenses).
- Fill in the needed details and hit Save & Close once done.
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How do I Delete a category in QBO?
- Go to the Accounting menu.
- In the Chart of Accounts tab, find the account you want to make inactive. You can utilize the search box to easily find the account.
- Once you find the account, click the drop-down arrow under the Action column.
- Then, select Make inactive.
View complete answer on quickbooks.intuit.com
How do I Delete expenses in QuickBooks online?
- Go to Bookkeeping, select Transactions, then select Expenses (Take me there).
- Find the expense you want to delete.
- Select View/Edit ▼ dropdown in the Action column, then select Delete.
- Select Yes to confirm that you want to delete the transaction.
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How do I Delete items in QuickBooks Online?
Select the item you want to delete. From the menu bar, select Edit and then Delete Item.
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Can you Delete products and services in QuickBooks Online?
The option to delete a product or service item is unavailable though an item was not used on any transactions. However, we can inactivate it, so it'll not be listed on reports and transactions. If the item was incorrectly entered, you still have the option to edit it.
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Can I Delete Transactions on QuickBooks Online?
Once you decide whether you need to void or delete a transaction, here's how to do it: Go to Bookkeeping, select Transactions, then select All Sales (Take me there) or Expenses (Take me there). Find the transaction. In the Action column, select the small arrow ▼ icon and then select Void or Delete.
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How do I clean up my QuickBooks item list?
Go to Lists. Select Item List (for Windows) or Items (for Mac). Select the item you want to delete. Go to Edit, and select Delete Item.
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How do I Delete an expense in QuickBooks?
- Go to Bookkeeping, select Transactions, then select Expenses (Take me there).
- Find the expense you want to delete.
- Select View/Edit ▼ dropdown in the Action column, then select Delete.
- Select Yes to confirm that you want to delete the transaction.
View complete answer on quickbooks.intuit.com
How do I exclude personal expenses in QuickBooks?
- Check the box next to the downloaded transactions.
- Select Batch Actions.
- From the drop-down menu, select Exclude Selected.
View complete answer on 5minutebookkeeping.com
How do I Delete a personal data in QuickBooks?
- Select the Delete option.
- Confirm you want to delete your data and for which product/account.
- Read the important notes about deleting your data.
- Sign-in again to maintain the security of your data.
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What happens if I delete an expense in QuickBooks?
Deleting a transaction in QuickBooks may affect your account balances or reports if they are already reconciled. However, if you just created the transaction and isn't reconciled yet, you can delete it. Then, recreate a new one if needed. Also, please know that deleting a transaction is irreversible.
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What is the difference between voiding and deleting in QuickBooks?
When you void a transaction in QuickBooks, you still have a record of the transaction, but it won't affect your account balances or reports. When you delete a transaction in QuickBooks, the transaction is completely erased from your books, and it won't appear on any reports or in any accounts.
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What is the difference between void and delete?
By deleting the invoice, users will be permanently removing it from their company file. On the other hand, voiding an invoice cancels a particular payment or invoice. Voiding an invoice will keep the invoice number and list it in reports but changes the amounts to zero.
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When should you void instead of delete a check?
Voiding a check produces the most complete record and is recommended for most check reversal transactions. Deleting a transaction indicates the transaction never occurred and should only be used for simple errors detected prior to printing a check. This feature works the same in versions 2011–2016 of QuickBooks.
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