Tag: delete

QuickBooks Online QBO Update – August 2016

Here’s what’s new in U.S. QuickBooks Online (QBO) in August 2016 that I have noticed so far. These are a few minor enhancements, nothing big updates. Edit the header to show a logo and change the report title and subtitle. You can also click right on the title. Email Messaging for Invoice: Add a Cc…

August 30, 2016
How do I permanently delete “Excluded” transactions in bank feeds?

You can permanently delete bank downloaded transactions in QuickBooks Online (QBO). In order to permanently delete a bank downloaded transaction (or multiple transactions) from the banking center, you will first need to move it from “For Review” tab to “Excluded” tab. To move from “For Review” tab to “Excluded” tab: From the home page…

September 9, 2015
How to delete attachments from Invoice?

Deleting an attachment from an Invoice is quite simple! Pull the invoice up. Then find the Attachment at the very bottom of the Invoice, select the X next to the attachment. This will delete the attachment from the Invoice. Sign up QuickBooks Online Checkout lowest airfare

February 27, 2015
I accidentally deleted the Cost of Goods Sold in my Chart of Accounts. When I went to recreate it, the detail no longer includes a general COGS option. How do I re-add the top-level COGS detail?

Luckily, you cannot delete account in new QuickBooks Online. You can make it inactive only. To make it active again: Go the Chart of Accounts (Company Gear (upper right corner) > Lists > Chart of Accounts Include Active checkbox (see attached screenshot photo for reference) Chart of Accounts page will refresh itself Scroll down the…

July 31, 2014
How can I delete a sales receipt in new QuickBooks Online?

To delete Sales Receipt: From the home page screen Select Create (+) Plus sign (upper-middle) Select Sales Receipt tab under Customers heading Open up the Sales Receipt Look on the bottom for the “More” button Click that and one options is to “Delete” it Select “Delete” Done

July 5, 2014
How do make inactive (deleted) customer active again in new QuickBooks Online?

It’s very easy to make inactive customer active again in new QBO. In order to make reactivate a customer, from the home page screen Select “Customers” from the blue navigation bar the left From the “Customers Center”, select small “Gear” on the far middle right Select “Include Inactive” box from the gear drop-down selector It…

July 1, 2014
How do you delete/deactivate a sales tax code in new QuickBooks Online?

You can deactivate Sales Tax agency in the new QuickBooks Online. From the homepage screen Go to the blue navigation bar on the left Select Sales Tax Select Add/edit tax rates and agencies under related tasks Locate Tax agency to deactivate and checkbox Select Deactivate button New warning screen will open Click Continue and Done

May 7, 2014
How to delete an Invoice in new QuickBooks Online?

When you delete an invoice, you delete a posted transaction, so this will affect your report totals and the customer’s balance. Also, any unbilled, non-posted transactions that were included on the invoice become available again to be included on the next invoice you create. To delete an invoice Find/locate the Invoice to delete. From the…

May 4, 2014
How to not display deleted bank account (like bank account > deleted) with zero balance on the Balance Sheet (or Profit and Loss) report?

There is no way to permanently delete accounts in new QuickBooks Online. You can make account inactive. That’s all in new Quickbooks Online. Best solution is to customize Balance Sheet report. Run Balance Sheet Click Customize Click Row/Columns Select Rows = Non-Zero Select Columns = Non-Zero Run Report Save Customizations button and save it as…

April 5, 2014
Can I undelete account that was deleted from the Chart of Accounts?

Yes, you can undelete a deleted account in QBO. From home page screen, select Company Gear (top upper corner) Select Chart of Accounts under Settings Select “Include inactive” (located next to Filter by Name) The page will refresh automatically. Locate the account you want to undelete from the list (it will indicate as deleted account)…

March 22, 2014