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January 29, 2024
Question

sale reciepts

  • January 29, 2024
  • 1 reply
  • 2 views

I have reconciled my bank account from 2023, and now I have multiple sales receipts in my sales module form past years.  How do I get rid of them?    When I go into delete is says they are connected to other transactions?   

 

 

1 reply

Level 1
January 29, 2024

Hi there, @aslameris.

 

I understand how challenging it can be to get rid of those multiple sales receipts transactions that have appeared after you reconciled your bank account from 2023. I am here to guide you and redirect you to the best help available for resolving this.

 

The inability to delete those sales receipts is due to deposit transactions connected to it. You can ask for assistance from your accountant in deleting those deposit transactions before deleting the sales receipts to ensure you're deleting the right ones.

 

If you have downloaded transactions from your bank, you'll need to match those transactions to avoid duplicate entries that could trigger the problem. 

 

Furthermore, you can learn how to set up bank rules to automatically categorize online banking transactions in QuickBooks Online.

 

 Let me know if you need anything else besides removing multiple sales receipts in your QBO account. I'm here to assist you anytime.